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Meet KevinMar 5, 2026

The creator discusses potential IPOs for OpenAI and SpaceX, noting that Trade Desk shares rose on news of preliminary discussions with OpenAI. The creator also mentions OpenAI's reported $25 billion ARR and Anthropic's $19 billion ARR, suggesting continued growth in the AI sector despite previous concerns about usage slowdowns.

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XOMBullishMedium ConvictionSignal-backedSecondary

Bullish on oil prices in the short term due to geopolitical tensions and potential supply disruptions.

TSLABullishLow ConvictionResearch Only

Tesla turned green, indicating a positive short-term movement.

TTDBullishLow ConvictionSignal-backedSecondary

Trade Desk shares jumped on news of potential partnership talks with OpenAI.

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