Wow
AI war 2.0?
Just recently, we revealed Google's supply chain to you.
And today we have an interesting update from Bloomberg.
Is the entire supply chain benefiting?
An ETF that Bloomberg established to track companies related to Google (like $AVGO $CLS $APH $TTMI) shows superior performance over companies related to OpenAI (like $ORCL $MSFT $NVDA).
(These are not tradable ETFs, but rather ETF-like portfolios that Bloomberg established to track trends)
This is interesting.
The difference is not small, it's a difference of tens of percent, while companies related to Google have given a return of about 150% since the beginning of the year.
Companies related to OpenAI are closer to 50%.
A gap of almost 3x.
We will continue to monitor and update.