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The market is selling off on “news” that is barely news. OpenAI reportedly told investors that its annualized revenue was approaching $50B at the end of September, rather than the ~$70B figure that was widely reported last month. But the gap largely comes down to accounting methodology, not a $20B hole in OpenAI’s business. Anthropic counts revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI apparently does not. Investors had therefore adjusted OpenAI’s reported figures to make them comparable with Anthropic’s, which helped produce the ~$70B estimate. So we are essentially talking about whether revenue flowing through cloud partners is included in the headline number or not. That is a comparability issue, not some sudden collapse in OpenAI’s revenue trajectory. The fact that the market is treating this as a major negative for AI is, frankly, pretty ridiculous.

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This is insane. GTA VI comes out on November 19, and the company behind it is down 21% this year $TTWO, $MSTR and $FLEX - these are the three stocks I'm long right now. Here's why each one goes higher $TTWO - Take-Two Interactive. If you don't know the ticker, this is the parent company of Rockstar Games, the studio that makes GTA. Price is ~$203, the 52-week range is $188-266. GTA VI is set for November 19, 2026. JPMorgan reiterated Overweight on September 28 with a $310 target for December 2027 (30x adjusted EPS of $10.18 for FY28) Here's why it matters. As far as I know, the FY27 guidance only assumes ~34M copies in the first year, which is GTA V level. If GTA VI sells even a bit more than that, the company has to raise guidance, analysts raise their EPS estimates, and the stock reprices up. Morningstar says it's already priced in, but the stock is down 21% on the year and sits near the bottom of its range, so the market is clearly not pricing in the biggest game release ever. My base case is that it goes back to the top of the range around $266 as the release gets closer and the hype brings buyers back $MSTR - Strategy, formerly MicroStrategy. This is basically a company that buys Bitcoin with borrowed money and equity, and right now it holds about 847K BTC. Price is ~$154-160 On October 2, Citi raised the target from $136 to $240 and kept Buy, with a 12-month Bitcoin forecast of ~$113K. Simple math: 847K BTC x $113K = ~$96B worth of Bitcoin on the balance sheet. When BTC goes up, the value of what the company holds goes up, and the stock usually moves harder than Bitcoin itself because the company is leveraged. Consensus targets sit around $229-258, which is 50-60% upside The level everyone is watching is $151. As long as it holds, the way is open back above $165. My first target is $165, then $240 $FLEX - Flex. It's a manufacturer that builds hardware for big tech companies, and the fastest growing part of the business is power equipment for data centers. Every new AI data center needs huge amounts of power, and Flex sells exactly that. Price is ~$117, consensus is Strong Buy with an average target of ~$160.5, which is +38% The numbers are pretty crazy: the data center power segment (CPI) is guided to grow 65-75% in FY27 and more than 80% in FY28. They are also buying EPC Power and plan to spin off CPI into a separate company. When a fast-growing business gets spun off, the market usually values it at a much higher multiple than when it sits inside a big manufacturer, and that's where the extra upside comes from. The valuation right now is ~16x FY28 EPS, which is cheap for this kind of growth The earnings report is around October 28. My base case is that the data center numbers confirm the growth, analysts raise targets, and the stock moves toward $160 I trade all three on @QFEX, where you can trade 24/7 with up to 10x leverage. News that drops at night doesn't leave you waiting for the market to open Season 0 on QFEX is already live, and I think points are counted retroactively. That's exactly what happened with Variational: early users received 30% of the total points supply, and the earlier you were on the platform, the higher the reward. So while you trade these three, you're also farming If you're not registered on QFEX yet, use my codes for a 10% discount on trading fees: 5TSGXRDZ WH47EDCE BMRDWPJ8 BK84KC2S WKCHF2JB 7GCJJ3X5 XGBQS47C 4AHN76GN WX8XFYDT 7VQBT9R4 NFA DYOR

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