CPU demand is going to go bananas And it's not just about AI agents It's about physical AI Welcome to the orchestration layer Up until now, humanoid robots have depended on their onboard compute, or what you could call individualized intelligence That's akin to a single chatbot Just as we've moved from individual chatbots to swarms of AI agents, the next phase will be about large-scale robotic coordination Imagine a factory where robots independently negotiate tasks, coordinate movements, share information and adapt production schedules That creates demand for computing infrastructure beyond the processors installed inside individual robots Now, you might think: we already have millions of warehouse robots, and they've barely made a dent in CPU demand That's true, but that's because today's robots perform a very limited set of predefined tasks in structured environments, with no capacity to adapt That's conventional fleet orchestration The next wave of technology is AI-agent orchestration at the physical layer In these next-generation systems, an AI receives a complex objective, develops a plan, delegates tasks to other robots, evaluates their results and modifies the plan as circumstances change, while each robot must individually adapt to its environment That's millions of times more complex than what we have today, requiring inference capacity orders of magnitude higher The result? It wouldn't change the compute per robot, but it would require a CPU-heavy centralized brain to coordinate these deployments

CPU stocks are catching a bid on Liquid this weekend I am expecting new ATHs for $AMD this week I will be looking for lotto calls on Monday. $600 will be here soon. And $1000 soon after

CPM Trade Signal - September 17, 2026 (Opinion) CPM Gold Trade Recommendation Time Stamp Prices as of 1:08 p.m. EDT 17 September 2026 $4,403.40 (Basis the December 2026 Comex contract). Recommendation: Buy Initial Target Price / Range: $4,590 Initial Timeframe: 17 September 2026 to 2 October 2026 Stop Loss: $4,270 Following the Fed’s decision yesterday gold prices fell below $4,300, but have since moved back to moving on either side of $4,400. Gold prices have been in a declining trend since 25 August, when prices peaked at $4,755. In CPM’s view this trend appears to be turning. Prices have managed to hold above support levels over the past several days, this week. Technicals appear to be gradually trending higher. This coupled with fundamentals and everything that is happening politically around the world could begin to push prices sharply higher in the months ahead. Can prices still fall in the very near term? Yes, but if they don’t then there is the possibility of potentially missing a large run up in prices.

CPI has likely changed the debate from if Fed will raise to how many times. Last “one & done” was during internet buildout in Mar-1997 to 5.5% vs only 3.75% today. Bonds now pricing in 2 hikes this yr & 3.5 by Jun-2027. But W.H. wants rates lower. No win situation for Fed nxt wk.

CPI came in at 0.4% MoM, in line with street forecasts and our expectation. Yesterday, we highlighted 3 reasons we expect the S&P 500 to close higher today: 1. $SPX fell after PPI. Markets rarely react to the same bad news twice. 2. $SPX has closed higher every 9/11 since 2012. 3. After 4 straight down days since 2023, Day 5 was positive 75% of the time. Subscribe to Premium for our data backed market insights and stock picks.

CPI done. Odds of rate hike now higher, and will be priced in by FOMC. The one hike if it happens will likely top bonds. BTC swept the low. Bad news in the rear. The coins can go up. Spot and chill.