---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40282185.md"
description: "OpenAI's user scale falling short of targets, coupled with CFO concerns about this matterled to a tech stock pullback last night, especially in semiconductors.Post-market on April 29th, the earnings reports of $Microsoft(MSFT.US) $Amazon(AMZN.US) $Alphabet - C(GOOG.US) are particularly crucial.Focus on the growth of cloud + AI.However, I'm bullish on AI in the long term.If given the chance, I'll go for another round. 😂Not investment advice!"
datetime: "2026-04-29T10:05:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40282185.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40282185.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40282185.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# OpenAI's user scale falling short of targets, coup…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)

## Comments (22)

- **酒不空 · 2026-04-29T23:33:23.000Z**: Holy shit, it's skyrocketing, soaring like crazy
- **复利践行者 · 2026-04-29T13:03:20.000Z**: Once you've tried vibe coding, there's no going back. It's just that computing power is too scarce, tokens are consumed too quickly, and free queues are too slow.
- **风吹江南 · 2026-04-29T12:32:44.000Z**: It's going to crash, no chance to get in.
- **新用户_V3tHV · 2026-04-29T11:38:11.000Z**: What about the Berkshire long call, Value Bro?
- **重生之我在美股致富 · 2026-04-29T11:37:20.000Z · 👍 2**: Bought a lot of long calls, the returns have doubled, but I can't bear to sell them. It's agonizing.
  - **Odyssey98** (2026-04-29T12:05:04.000Z): +1
- **红豆王 · 2026-04-29T11:25:07.000Z**: Let's have some fireworks, a chance to add to the position.
- **zero追忆 · 2026-04-29T11:03:34.000Z**: Microsoft, keep falling, let me buy more
- **期权收藏家 · 2026-04-29T10:51:28.000Z**: Bro, which one are you planning to go for?
- **气贯长虹m · 2026-04-29T10:27:54.000Z · 👍 1**: Betting on the earnings report again, last time it fell, this time it's rising 😄
- **jason. · 2026-04-29T10:24:55.000Z**: I think so too 🤣
- **小罗老板 · 2026-04-29T10:19:25.000Z**: Envy Value Brother's position management, I have no more ammunition to supply.
- **CANDY-BABY77 · 2026-04-29T10:17:24.000Z**: I bought Google options and am thinking about selling them, but after asking Longbridge AI, it suggested I hold because the options I bought expire at the end of January next year. There's plenty of time, so if there's a big drop, I can still add to my position. I'm a bit conflicted and don't know w
- **youngerliu · 2026-04-29T10:15:15.000Z**: Wall Street says this thing is a single point of failure and has huge investment agreements with the giants. Once this node collapses, the entire chain gets stuck.
- **ns5ei3听春雨 · 2026-04-29T10:11:43.000Z · 👍 5**: All three of these stocks plummeted without exception in their last earnings report. Now they're reporting on the same day—they'll either lift the market or crash it. Just thinking about it is exciting.
  - **不要频繁浇花** (2026-04-29T10:27:31.000Z): A big drop is a great opportunity for a long call.
- **遇。 · 2026-04-29T10:11:03.000Z**: OpenAI is tied to so many companies; no matter what, at this stage, OpenAI is a typical case of 'too big to fail'.
- **ttchong202 · 2026-04-29T10:10:26.000Z · 👍 1**: Totally agree with Value Bro! It's just that the current position is not good to enter, hoping Trump will come and stir things up again.
- **：XY · 2026-04-29T10:09:33.000Z**: Google feels promising
- **I N money B Porsche · 2026-04-29T10:08:46.000Z · 👍 2**: It's risen so much, institutions should find a reason to pull back a bit🤣
- **四顾 · 2026-04-29T10:08:46.000Z · 👍 1**: Microsoft is ridiculously strong, hope it gives a chance.
- **古希腊掌管股票的神 · 2026-04-29T10:08:21.000Z · 👍 1**: Has Tesla stopped falling?