A company called Apple is talking to another company called OpenAI about putting a smart chatbot named ChatGPT on iPhones. This makes people think Apple will be very successful and they are happy. But this also means that another company, Alphabet, might not do as well because it has its own chatbot technology. People who like to buy and sell stocks quickly and don't really know what they are doing are back in the game, buying a lot of a video game store called GameStop. This reminds some people of last time when those people made bad choices. Some companies that work on artificial intelligence are also doing well because there is news about a chip company making new chips for AI. Read from source...
- The title is misleading and sensationalized. It implies that ChatGPT on iPhone will be a make or break data for the stock market, which is an exaggeration and not supported by evidence.
- The article fails to provide any credible sources or references for its claims about Apple's talks with OpenAI. This makes it difficult to verify the accuracy of this information and raises questions about the motive behind spreading such rumors.
- The article contradicts itself by stating that ChatGPT on iPhone goes against Wall Street's positioning, but then claiming that this is positive for Apple and negative for Alphabet. This shows a lack of logical consistency and coherence in the argument.
- The article uses vague terms like "speculative sentiment", "key data", and "meme crowd" without explaining what they mean or how they are relevant to the topic. This makes the article confusing and unclear for the readers who want to understand the market dynamics.
- The article ends abruptly with an incomplete sentence, leaving the reader wondering what happened to the money flows that were mentioned earlier. This is a poor writing technique that shows a lack of attention to detail and professionalism.
- AAPL: buy - positive sentiment from ChatGPT deal, strong fundamentals, potential upside from iPhone 14 cycle. Risks: regulatory scrutiny, supply chain issues, competition from Android devices.
- GOOG/GOOGL: sell short - negative sentiment from ChatGPT deal, overvalued relative to peers, slowing growth in core business, regulatory risks. Risks: AI advances, cloud dominance, privacy concerns.
- NVDA: buy - positive sentiment from AI and data center chips demand, strong fundamentals, loyal customer base. Risks: macroeconomic downturn, crypto meltdown, competition from ASICs.