$Microsoft(MSFT.US), as the invisible OpenAI (OpenAI has to give $3-7 to Microsoft for every $10 it earns), could Seedance be another Deepseek moment for Microsoft? (OpenAI's Sora is currently the leader in AI video generation) 🤔 Last time, Deepseek broke the logic that simply stacking chip computing power equals strength, catching NVIDIA off guard (facts have proven that stacking chip computing power is still necessary, just like a genius born in a resource-scarce area like the countryside, who cannot access better education, will be held back for a period or even a lifetime). I tried Seedance, and it's indeed impressive, but it hasn't "broken the logic." This could be a panic-driven mis-selling, starting left-side trading 🤔 but I won't go heavy. Openai's IPO situation this year is still an unknown.