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OpenAI Wants Another $100 Billion

OpenAI Wants Another $100 Billion

Update: 2025-12-19
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The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Gemini’s comeback, and give top executives candy or coal in their stockings.




Travis Hoium, Lou Whiteman, and Asit Sharma discuss:


- OpenAI’s reported $100 billion capital raise


- Gemini’s performance and cost advantage


- Which executives get candy and who gets coal?


- Stocks on our radar




Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL), Coreweave (CRWV), Chipotle (CMG), Starbucks (SBUX), Apple (AAPL), Berkshire Hathaway (BRK-A, BRK-B).




Host: Travis Hoium


Guests: Lou Whiteman, Asit Sharma


Engineer: Dan Boyd




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OpenAI Wants Another $100 Billion

OpenAI Wants Another $100 Billion

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