Frankly, these gains are crazy. |
25% in Iron Mountain in 13 days. 100% in Meta in 3 days. 100% in Nvidia in 12 days. And 212% in Meta in less than 2 weeks. |
Here’s how to copy these upcoming AI trades. |
25 tech companies sent a letter to Washington on Friday. |
Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Meta Platforms (NASDAQ: META), Palantir (NASDAQ: PLTR), and 21 others urged policymakers to avoid "premature restrictions" on open-weight AI models. Jensen Huang and Satya Nadella both shared the letter personally. |
Two names were missing from the signature page. |
OpenAI and Anthropic. |
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Here's the background. |
Open-weight models are AI systems anyone can download, modify, and run on their own hardware. And Chinese open models are suddenly very good. Moonshot AI's Kimi K3 now beats top American models on some benchmarks. |
That set off alarms in Washington. |
Treasury Secretary Scott Bessent said this week the administration is investigating whether Chinese companies stole American AI technology. He’s considering sanctions. A White House advisor accused Moonshot of building Kimi K3 by distilling Anthropic's own model. |
There’s now an active debate about whether the U.S. restrict open-weight models. |
Now follow the money. |
Nvidia sells the chips that every AI model runs on — open or closed. More models means more compute demand. Microsoft and Meta build products on top of open models. For all 25 signers, an open ecosystem means a bigger market. |
OpenAI and Anthropic sit on the other side of the table. They sell closed, proprietary models. And their valuations depend on keeping it that way: |
Anthropic: $965 billion valuation, confidential IPO filing in June OpenAI: $852 billion valuation, filed one week later
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Both companies are making plans to go public — right behind SpaceX's $1.75 trillion debut. |
This letter isn't really about China. It's about who captures the profits of the AI era: the two frontier labs, or the ecosystem built around them. |
You don't see 25 companies lobbying the White House over a technology that's slowing down. The AI buildout keeps accelerating, chip demand grows on both sides of the debate, and the biggest IPO year in history just got two more trillion-dollar entrants. |
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Ian Wyatt
Editor, Daily Profit |
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