This is exactly what I mean.
I just came across a headline about ChatGPT exceeding 10% monthly growth. That’s great on its own. But the second part is what catches my eyes, planning to release a new GPT this week.
Now connect the dots.
We know $MSFT has roughly a 25-30% stake in OpenAI Group PBC. So, if this new GPT release actually delivers something meaningful, that upside does not live in a ticker called OpenAI. It shows up through Microsoft or vice versa.
That’s the difference. You don’t have to be right about every headline, hell, this one might not even be right. You just have to think one step ahead of it. Who benefits if this works.
Most people read the news. Very few people try to piece things together.