Meta is cited as a successful example of scaling a digital advertising business, a path OpenAI is now following.
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OpenAI is Crashing Microsoft Stock (Why I'm Buying)
Dividend DataFeb 23, 2026
The creator argues that the recent sell-off in Microsoft is an overreaction to narratives regarding an OpenAI collapse and a software industry apocalypse. He maintains a highly bullish stance, viewing the current valuation as a major opportunity for growth and dividend investors.
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Oracle is mentioned regarding a $300 billion infrastructure deal with OpenAI starting in 2027.
Uber is cited as a successful historical example of the hypergrowth playbook, proving that early losses can lead to dominant market positions.
Nvidia's investment relationship with OpenAI is clarified to debunk misleading reports about a failed $100 billion commitment.
Google is recognized as a strong competitor in the AI landscape with a proven, highly profitable advertising business model.
Microsoft is a screaming buy as the creator believes the OpenAI collapse narrative is overblown and the stock's recent sell-off is unjustified.
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MSFT
buy opened Feb 23, 2026
+14.78%