Shyon
2025-10-30
If OpenAI really goes public at a $1 trillion valuation, I’d be keen to join the IPO. As the face of this AI boom and a core player in global infrastructure through ties with Nvidia $NVIDIA Corp(NVDA)$ , Oracle $Oracle(ORCL)$ , and AMD $Advanced Micro Devices(AMD)$ , OpenAI’s debut would likely see huge investor demand and a strong early surge, given how hot the AI theme is right now.

That said, I’m aware of the risks. OpenAI’s massive spending and reliance on key partners could strain finances if growth slows. But with 800 million ChatGPT users and fast enterprise adoption, its long-term potential still looks powerful—possibly echoing Nvidia’s earlier breakout.

In my view, OpenAI’s IPO marks both an opportunity and a stress test for the entire AI sector. Despite concerns of market overheating, I’d still want a piece of it—it’s a rare chance to ride the next wave of trillion-dollar innovation.

@TigerStars @Tiger_comments

OpenAI Family Expanding: Is It A Blessing or A Curse?
OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.
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