EllioTrades Clips(@ellioclips):The compute trade is getting its next big catalyst EllioTrades explains why Muse putting AI agents in the hands of everyday users could drive a new wave of demand for compute "Your average everyday Facebook user, Instagram user, is downloading Muse and realizing they can have an agent schedule their life, respond to email, build them an app" "This is a massive expansion of the addressable market for compute, and that's why we're seeing a surge in AI stocks for the first time in a while"

2026.09.26 17:14

The compute trade is getting its next big catalyst EllioTrades explains why Muse putting AI agents in the hands of everyday users could drive a new wave of demand for compute "Your average everyday Facebook user, Instagram user, is downloading Muse and realizing they can have an agent schedule their life, respond to email, build them an app" "This is a massive expansion of the addressable market for compute, and that's why we're seeing a surge in AI stocks for the first time in a while"