Felix Wang, CFA(@HedgeyeTech):One of our agentic AI Longs is up 20% in the past week. They should send a gift basket to Zuck. We’ll see if Muse mania and personal agents can persist and drive broader AI infra spending. I see it as an Openclaw sequel (without managing the computer). OpenAI may need to counterattack Muse with a stronger GPT Work product.

Felix Wang, CFA

@HedgeyeTech

MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice

参加 May 2009

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Felix Wang, CFA@HedgeyeTech

2026.09.22 12:28

One of our agentic AI Longs is up 20% in the past week. They should send a gift basket to Zuck. We’ll see if Muse mania and personal agents can persist and drive broader AI infra spending. I see it as an Openclaw sequel (without managing the computer). OpenAI may need to counterattack Muse with a stronger GPT Work product.