Brad LaScolea

🚨🚨THIS IS AMAZING🚨🚨 Buffalo #Bills standout wide receiver Khalil Shakir helped save 23 DOGS LIVES from euthanasia. 👏❤️ Shakir paid to save the dogs lives and last year also paid to save 19 dogs, totaling 42 dog lives he’s saved. This beautiful.

@aleabitoreddit x.com/bmlascolea/sta…

This has gotta be the dumbest selloff reason… someone could have provided? I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flying goals. But algorithms go reeee when they see mainstream media narratives like this. Perfect example on why nobody trusts them anymore for fully accurate reporting. That being said, corrections are always healthy to make higher highs.

At least not if you look at how its customers are planning to spend their money... and with whom. Let's just say first-mover advantage only goes so far. #OpenAi h/t @ETRnews herbgreenberg.com/p/openais-issu…

@HighyieldHarry x.com/bmlascolea/sta…

Hot take - the market cares way more about this than the war in Iran

@DeItaone x.com/bmlascolea/sta…

$NVDA $AMD $MSFT - SHARES OF OPENAI PARTNERS FALL AFTER REPORT OPENAI FALLS SHORT OF REVENUE AND USER TARGETS 🔸 NVIDIA DOWN 2.8% 🔸 MICROSOFT DOWN 1.2% 🔸 ADVANCED MICRO DEVICES DOWN 6%

@DivesTech x.com/bmlascolea/sta…

OpenAI has been tracking very high demand on both the consumer and enterprise front and we strongly disagree with the notion that growth is weakening. We would be buyers of AI driven tech stocks this am and in particular Oracle on this way overreaction to this WSJ report.🎯🏆🐂

@Kalshi x.com/bmlascolea/sta…

JUST IN: OpenAI reportedly "missed" internal revenue and user targets — raising concerns about spending.

@StockSavvyShay x.com/bmlascolea/sta…

This OpenAI headline feels more like a company-specific expectations reset than a systemic warning that AI demand is weakening. The real bottlenecks are still compute, power, land, memory, advanced packaging & energy availability with Jassy, Dario & Altman all effectively saying the same thing that more compute means faster growth. If compute constraints are part of why OpenAI missed internal forecasts then that points more to a supply problem than a demand problem.

@neilksethi x.com/bmlascolea/sta…

"OpenAI now faces a rare convergence of pressures: "-Operational risk: missed revenue and user targets -Competitive risk: DeepSeek’s dramatically lower pricing and rapid adoption -Structural risk: a lawsuit that could alter its corporate form "Any one of these would complicate an IPO. Combined, they create a far more difficult environment."

@wolfejosh x.com/bmlascolea/sta…

I have no idea how this ends and leadership swaps every few month But -the litigation w Elon (who doesn’t lose), -Anthropic’s runaway momentum for the moment -the quiet shutdown of Sora -the critic spotlight on financials/fundamentals instead of product makes this spicy

If “OpenAI missed internal targets” is news to you, you should index

@OnodaCapital x.com/bmlascolea/sta…

@amitisinvesting x.com/bmlascolea/sta…

Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025. Few thoughts on why this might not be as bad as it is being interpreted: - Part of the reason OpenAI did not meet its revenue backlog is because they did not have the proper compute needs. Jassy, Dario, and Altman have all said if they have more compute, they could grow faster. The bottleneck of energy/power/land seems to be a much bigger story than “missing revenue targets” because if the compute constrains are the reason for the miss, that’s an issue with supply, not demand. - Maybe OpenAI missed internal forecasts because of $GOOGL and Anthropic seriously beginning to take marketshare. If that is true, that is NOT bearish semis/ai, that is more bearish OpenAI. The compute will just shift from OpenAI spending to Anthropic and Google spending. So, if OpenAI cancels a datacenter, it’s bad for the parties involved but if Google ends up taking up that datacenter, the same money continues to be spent on all the different providers that go into building out that compute. - $SOXX just did 18 green days in a row. It was looking for ANY reason to sell off. Obviously some names have just gotten way ahead of themselves, for example $ARM, which began to trade at 70 p/s. The WSJ article may have been what was needed to give a reason to a selloff which quite frankly did not need a reason after the run it’s had. Overall, feels more like a general headline about a company not fully living up to its expectations vs a systematic issue around compute constraints. Big Tech reports on Wednesday and all eyes will be on what they have to say around capex, roi, growth, and more. $NVDA $AMD $MSFT $META $ORCL

@agnostoxxx x.com/bmlascolea/sta…

OpenAI missed its revenue targets because the plebes didn't consume enough tokens to "escape the permanent underclass" 🤭

@jukan05 x.com/bmlascolea/sta…

Those selling the stock after reading the WSJ article on OpenAI fall into two categories: 1.Those who had been looking for an excuse to sell and are using this as the opportunity; and 2.Those who are simply dumb enough to follow the mood. Why do you think Sam Altman declared “code red” last year? Obviously, it was because they were falling short of their targets. If turning something everyone already knew into a sensational story counts as a skill, then I guess that is a skill.

@JaredKubin Agree. Stay tuned. As much as we’ve been Claude-pilled this year (tempered recently), we remain model agnostic in our use at ETR. Love your work & mentality btw. DM me if we can ever be helpful.

@bmlascolea Thanks for sharing Brad. Will be interesting to see if 5.5 vs 4.7 changes that. I’ve been really liking 5.5 chat and code anecdotally

Focus today will be on what’s true vs fake news regarding OAI rev / growth … which indirectly impacts this chart from my boy Alex Zukin at Wolf… the push pull between AI - Software - Energy continues

@jimcramer x.com/bmlascolea/sta…

"OpenAI misses targets" has become a staple for almost 9 months of discourse. It's been written and written and written always right after something good that OpenAI does-like getting to use Amazon Web Services.

@FirstSquawk @markoinny x.com/bmlascolea/sta…

ORACLE'S STOCK DROPPED 3.2% IN PREMARKET TRADING, AS WSJ REPORTS OPENAI DID NOT MEET REVENUE AND USER GOALS.

@business x.com/bmlascolea/sta…

Shares in OpenAI partners such as SoftBank and Oracle Corp. are falling after a report that the AI startup recently failed to meet targets for sales and new users bloomberg.com/news/articles/…