Wonder if we are going to see a consolidation in the various Generative AI models. I am a big fan of Gemini (Google). My work uses Copilot (Microsoft) and there are others like Anthropic. When I look at what leading edge major vendors are using like IVR tech they have dipped into multiple models to fit the need for a particular tech or region that is better suited for one of the other.
Even Copilot is a blend...Microsoft Copilot is not based on a single model; it is a **multi-model, integrated ecosystem** that uses a combination of leading Large Language Models (LLMs) and Microsoft's own proprietary technologies.
Some movements make sense. If one Mag 7 announces to massively increase their CapEx on AI, taking profit and moving money over into Nvidia in anticipation of the announcement (and of it going to Nvidia) is not completely off.
But overall I observed several earnings plays this week which simply did not fit how the market usually reacts. Maybe there is just to much retail money involved and they just act on their own theories.
#Ban Bet Lost
/u/Fit-Frosting-7144 made a bet that NVDA would go to 175.0 within **3 weeks** when it was 188.674 and it did not, so they were banned for a week.
Their record is now 17 wins and 26 losses
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