I've done other AMAs aimed at developers and engineers – https://www.reddit.com/r/OpenAI/comments/11a0lxu/ive_built_a_few_tools_on_top_of_gpt35_text/
I've built some AI applications and have some strong opinions on the future. I don't do much equities investing myself, so include the ticker and I'll give it a google and then give my take purely from an AI impact perspective (I won't take into account any other factors).
There are a lot of stocks that “use AI” that are semi-irrelevant in the context of this current wave of AI including foundation models and things that use foundation models.
Things are going to get weird. OpenAI CEO mentioned that the amount of intelligence in the universe is soon likely to start doubling every 18 months. Nvidia CEO mentioned they expect to increase AI computing power by 1 million x over the next 10 years. Of course, they're both heavily biased.
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