# OpenAI Misses Revenue Target

Page: https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/openai-misses-revenue-target
Text version: https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/openai-misses-revenue-target.md
Podcast: [Lumida Wealth : Non-Consensus Invest Beyond the Ordinary](https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078)
Published: 2026-04-29T21:00:00+00:00
Episode link: https://non-consensus-investing.simplecast.com/episodes/openai-misses-revenue-target-keGxx3U2
Audio file: https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/b1acdabe-6fec-4df5-90c0-fb0268191fc0/group-item/1bdef6f8-c454-4129-ac77-7cdc76e8b687/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf
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JSON: https://stenobird.com/v1/public/podcasts/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/episodes/openai-misses-revenue-target
Duration seconds: 822

## Resource

In this episode of FSD, Lumida Wealth Management breaks down the news of OpenAI missing its revenue projections and what it means for the broader semiconductor and tech landscape. We discuss the shifting competitive dynamics as users rotate to Claude and Google Gemini, and why Microsoft continues to look like the strategic winner in its partnership with Sam Altman. The episode also highlights fresh investment opportunities in "unloved" software names and specific picks like The Trade Desk and Invesco, emphasizing that while semiconductors are volatile, the bull market is finding new pockets of value through rotation.

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## Transcript

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