Feb 16 The China AI tech stack which might threaten OpenAI, NVIDIA and Anthropic

$GTAB $DKNG

Author

Mukund Mohan
February 16, 2026

Market

“All the big AI bosses including Sam Altman are heading to India, the 2nd largest AI market in the world after announcing new development centers (Anthropic)” 😊 😋

Moderate to some what lower lows for NASDAQ

China is open sourcing its Tech stack unlike the proprietary AI models of the US. With its own AI Chips (Huawei), Models (DeepSeek, $BABA ( ▼ 0.54% ) ) and data center infrastructure, its models for both Chat and Coding are open sources, which threaten the proprietary models from Anthropic and OpenAI.

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Insights from the portfolio

Grab holdings earnings review and deep dive $GRAB

The South Asian delivery and ride sharing platform is starting to form a strong base

stocksmarts.substack.com/p/grab-holdings-earnings-review-and

Video of the day

Today’s video is on Draftkings $DKNG ( ▲ 2.55% ) the betting app.

Deep dive of the day

Draftkings earnings review and deep dive $DKNG – Investment Literacy Coach

blog.mukundmohan.online/index.php/2026/02/16/draftkings-earnings-review-and-deep-dive-dkng

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