$AICOMPUTE - Strong demand for AI compute power is expected to continue, with NVIDIA chips likely to be purchased as fast as they can be manufactured and deployed in data centers.
$GOOGL - Google's Gemini AI model has reportedly seen significant improvements, potentially making it competitive in the AI space.
Bearish:
$META - Meta's competitive advantage in open AI models has been significantly eroded by DeepSeek's new model, which is not based on Meta's Llama.
$OPENAI - OpenAI faces increased competition from cheaper alternatives that have effectively replicated their reasoning models, potentially threatening their business model.