Thoughts on OpenAI's next major release impact

I'm thinking about the potential impact of OpenAI's next major release, whatever it may be. There's a 60% chance we see a significant market move in related AI stocks, both up and down, depending on how genuinely 'next-gen' it feels versus being an incremental update. If it's a true leap, think another $NVDA run, but if it's just more of the same, some of the froth could come off, especially in the more speculative plays. I'm keeping a close eye on this; it's less about the current market action in $USO or $EURCAD and more about the fundamental tech shift it represents.