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But we saved everything 🙂.
Puru Saxena, investment commentator and ex-fund manager at FinTwit, reports that OpenAI experienced a faster growth rate than Anthropic in Q3.
Saxena indicates this momentum is favorable for Oracle.
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Saxena’s previous commentary has focused on the performance of growth stocks, noting an upward trend for NDX and QQQ in his portfolio and highlighting an AI rebound in a recent article. He has also stated that volatility should not be equated with risk, emphasizing the importance of long-term CAGR for achieving investment success in another post. Saxena regularly shares investment views on market leadership and strategy.