investor
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Evaluated side-by-side using the AI Business Quality framework by Pitchbook, OpenAI is priced at $188 billion per point of business quality. That represents a 60% premium over Anthropic, which sits at $118 billion per point. This wide spread raises a pressing question for pre-IPO invesors: is OpenAI truly worth that premium, or is it a…
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Buy SK Hynix or Micron Technology? SK Hynix, the second largest DRAM and high-performance memory (HPM) maker based in South Korea is listing it’s shares on the NASDAQ today priced at $149 per share. Providing investors an opportunity to own shares more easily with greater liquidity. Micron Technology, the third largest HPM manufacturer currently leads…
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I don’t like surprises. Especially as an investor. The Google restructuring news yesterday was a shocker. But I love it! For one thing, it’s got “Alpha” and I live for Alpha. The holding company name is a hallmark of Google creativity and innovation. Look at the web-site address: https://abc.xyz/ The new company is essentially a technology…