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OpenAI Index

$OPENAIXSSteven Wang

About OpenAI Index

An index of companies with ownership in OpenAI or are partners / suppliers of them. Allocated by relative impact the associated company has on OpenAI’s business.

About the Creator

Founder and CEO of dub. Focused on building a low correlation portfolio of dub’s top creators and my own portfolios. Mainly value driven investing with occasional stock picking.

I’ve been trading since 2nd grade - starting on a Scottrade custodial account.

Activity

Total Rebalances1
Last RebalanceSep 3, 2025

Posts by Creator

Changes:MSFT +25.0%NVDA +20.0%ORCL +20.0%TSM +15.0%ANET +6.0%

$OPENAIX This rebalance concentrates on the economic engine behind OpenAI: the cloud that runs it, the chips that power it, the networks/memory/servers that stitch it together, and the licensed content that trains and enriches it. Microsoft (and now Oracle) provision OpenAI’s compute footprint, while NVIDIA’s accelerators—built by TSMC—remain the scarce core resource. Arista’s high-speed Ethernet, Micron’s HBM, and Super Micro’s AI servers monetize the infrastructure wave. On the data side, Reddit, News Corp, and Shutterstock supply licensed content streams. Together, these names capture OpenAI-driven AI demand across the stack.