HawS
07-19

The latest chart offers a compelling snapshot of the ever-shifting landscape in the large language model (LLM) arena, highlighting distinct trajectories for Google Gemini, Meta Llama, and OpenAI.

$Alphabet(GOOG)$  Gemini: A Rocketing Ascent

Google Gemini emerges as a clear frontrunner in terms of growth and increasing adoption. This significant jump indicates that Google's extensive efforts in developing and deploying Gemini are paying off, positioning it as a major contender rapidly gaining ground on, and potentially challenging, the established leaders. 

$Meta Platforms, Inc.(META)$  Llama: Signs of Stagnation

In stark contrast to Gemini's rise, Meta Llama appears to be facing headwinds. The negative trend suggests a loss of momentum and a potential struggle to keep pace with the rapid advancements and market capture of its competitors. This could be a significant concern for Meta, especially given their strategic push for open-source AI, as it indicates that their offering might not be resonating as strongly with users compared to others.

OpenAI (GPT/o): Maintaining the Lead, But Facing Pressure

OpenAI's GPT continues to hold the top spot in terms of overall demand. They are maintaining their lead, but the rapid acceleration of rivals like Gemini could put increasing pressure on OpenAI to innovate and expand its offerings to defend its top position in the coming years.

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?
This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.
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Comments

  • 1moredrink
    07-21
    1moredrink
    It's intriguing to see Gemini's rapid growth
  • BillyWilliams
    07-21
    BillyWilliams
    Interesting analysis
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