Eric Jhonsa(@EricJhonsa):One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT, $MU, etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers, server OEMs/ODMs, CPU and memory suppliers, etc.

Eric Jhonsa

@EricJhonsa

PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.

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Eric Jhonsa@EricJhonsa

2025.10.18 14:37

One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT, $MU, etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers, server OEMs/ODMs, CPU and memory suppliers, etc.