OpenAI’s ChatGPT-5 has landed — delivering best-in-class intelligence while using surprisingly low compute. But could this breakthrough spell bad news for some AI stocks? Luke shares why this launch might usher in a whole new era for AI — one that reshapes the investing landscape. We also rapid-fire through a jam-packed week of tech earnings: Palantir, Axon, AMD, Arista Networks, Astera Labs, Nebius, Uber, Opendoor, Shopify, AppLovin, Symbotic, Duolingo, Dutch Bros — and more. We dive into Te...
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