LIWEI_TW Capital(@LIWEI_TWCapital):(Trading ideas) After seeing all the buzz around $Meta’s Muse got me wondering about $GOOG. Given Google's reach across Android, Workspace, and Search, it feels like if they eventually launch a breakout consumer/enterprise agent, distribution could happen almost overnight. If agentic workloads end up exploding, I keep wondering if inference costs will force Google to lean much heavier into their in-house silicon (TPU + Axion CPU) than the market currently models. I’ve been loosely mapping out who might benefit if TPU/Axion production accelerates aggressively from here： $AVGO $ARM $TSM $CLS $LITE $COHR $INTC

LIWEI_TW Capital

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参加 January 2024

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LIWEI_TW Capital@LIWEI_TWCapital

2026.09.23 00:42

(Trading ideas) After seeing all the buzz around $Meta’s Muse got me wondering about $GOOG. Given Google's reach across Android, Workspace, and Search, it feels like if they eventually launch a breakout consumer/enterprise agent, distribution could happen almost overnight. If agentic workloads end up exploding, I keep wondering if inference costs will force Google to lean much heavier into their in-house silicon (TPU + Axion CPU) than the market currently models. I’ve been loosely mapping out who might benefit if TPU/Axion production accelerates aggressively from here： $AVGO $ARM $TSM $CLS $LITE $COHR $INTC