OPENAI OpenAI, L.L.C. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:59
Oct 17
Oct 17
All-In Podcast
Own OpenAI, Anthropic as defensive AI hedges
OpenAI and Anthropic sell intelligence broadly and threaten almost every company, so owning them is a defensive hedge as they capture the lion's share of AI value; IPO demand should be strong despite valuation debate. The speaker's firm is long both, with more stock in OpenAI.
OPENAI
OpenAI, L.L.C.
Long
Position: Holding
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16:56
Oct 12
Oct 12
All-In Podcast
OpenAI's hardware hedge is brilliant
Asked whether he would buy OpenAI today, he says yes. He calls Sam Altman's hardware hedge brilliant: OpenAI should keep the best model, and being able to deliver that model may be worth even more.
OPENAI
OpenAI, L.L.C.
Long
Position: Holding
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23:23
Oct 09
Oct 09
r/wallstreetbets
AI lab IPOs structurally unprofitable, avoid
The author argues that the two dominant AI labs control the fastest-growing sector yet lose billions each quarter, with costs rising from NIMBYism, regulation and politicking while revenue falls due to competition from Gyna and open source. He frames this as a structural duopoly problem and warns against buying Anthropic and OpenAI IPO shares. No specific catalyst or timeframe is given beyond the eventual IPOs.
OPENAI
OpenAI, L.L.C.
Avoid
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About OPENAI Investor Commentary
Across the available history and selected sources, Buzzberg tracks OPENAI (OpenAI, L.L.C.) across 64 sources: 41 bullish vs 0 bearish calls from 191 authors. Historical directional balance: 16% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 261 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 3 other directions. Latest voices: Ben Horowitz, Martin Shkreli, u/Samjabr.