方鸣🔶BNB|6月 26, 2026 19:22
If I were to evaluate OpenAI, I believe it is still the true leader in the entire AI industry. (Finally include US stock password) For reference only!
Many people feel that OpenAI has been constantly caught up by competitors such as Claude, Gemini, DeepSeek, etc. in the past year, and even thought that it had lost its lead.
But from GPT-5 to the recently released GPT-5.6 Sol, it can be seen that OpenAI's strategy is not to release models every month, but rather to build on the basic models, Agent, Simultaneously advancing reasoning ability, security system, and development ecology.
In the past few years, OpenAI has almost defined the development direction of the entire generative AI industry.
In 2018, GPT-1 was launched, proving that Transformer could be used to generate text. Then in 2020, GPT-3 pushed the parameter scale to a new height. In 2022, ChatGPT was launched, and in just two months, the user base exceeded 100 million. What is the probability?
It has become one of the fastest-growing consumer applications in history, and after that, GPT-4, GPT-4o, and GPT-5 have been launched to continue promoting the development of multimodality, reasoning ability, and agent capability.
The emergence of GPT-5.6 this time is more like OpenAI entering the era of AI agents. The official focus this time is no longer just on chat skills, but on real workflow capabilities such as terminal operations, code development, biological research, and network security.
In TerminalBench 2.1, GPT-5.6 Sol Ultra achieved 91.9%, surpassing other mainstream models currently in public testing. The Ultra mode also enables multiple sub agents to collaborate to complete complex tasks, indicating that AI is gradually upgrading from "answering questions" to "completing tasks".
In the future, I believe that the true determinant of the industry landscape is no longer just model parameters, but who can establish the most complete AI ecosystem. OpenAI already has ChatGPT, API, Codex, enterprise services, and constantly improving agent capabilities.
If combined with industries such as robotics, automated office, scientific research, healthcare, and finance in the future, AI will not only be a chat tool, but a new digital productivity infrastructure.
Of course, market competition will not stop. Anthropic continues to invest in security, Google has the world's strongest data and cloud computing ecosystem, and xAI relies on the X platform and real-time data to quickly catch up.
But at least for now, OpenAI still holds the most important technological pace in the industry, and every major model update almost redefines the direction of the entire AI market.
So buy some OpenAI and keep up with the pace of the stock market gods. We will definitely get results in the stock market as well. The competitiveness of AI is too strong now, after all, it is in the early stage, and then the AI industry will follow, and the dividends will gradually fade away.
In addition to buying OpenAI, there are also mu/lntel/tsm/nvda, which are among the targets that stock market leaders are quite optimistic about.
Why buy Mu?
After entering the second stage of AI, what really makes money is GPU+HBM Memory. That is to say, with more and more AI servers, the demand for HBM is increasing, and Micron is an important beneficiary of HBM. So it's not about looking at one or two months, but about looking at the memory super cycle in the coming years.
Why buy lntel?
Intel will not only sell CPUs in the future, but more importantly, Intel Foundry. Stock market leaders believe that with the increasing number of AI chips in the future, what is truly lacking is advanced packaging, Foundry, Optical modules, silicon optics, and Intel are all in the layout, so the market may seriously underestimate Intel.
Why buy TSM?
As AI continues to develop, TSMC becomes more profitable because almost all AI chips, Nvidia, AMD, Apple, Broadcom, are ultimately produced by TSMC. Therefore, as long as AI continues to expand, TSMC is one of the biggest beneficiaries.
Why buy NVDA?
The main logic is Apple Aeva Nvidia robot laser Physical AI. The stock god believes that if these collaborations are realized, the revenue will be very large, so this is one of the targets she continues to be optimistic about.
Now finding a suitable US stock allows you to invest in it on dips, and holding it for the long term is definitely not a big problem!!!
@aleabitoreddit
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