$INTC $AMD $ARM I see a lot of people piling into the CPU trade as if it were something new. Dudes, I've been talking about agentic AI since the beginning of the year. I've owned CPU names like $ARM, $INTC and $AMD, not because they were popular, since memory and photonics were getting all the attention, but because from where I'm sitting, agentic AI is impossible to ignore. This is the one that's coming for your jobs, so be ready to use it well rather than be replaced by it. Meta's Muse is just the latest and most obvious iteration of what has been brewing since the start of the year. The lesson here is that you don't have to be in the hottest trend of the week. You just have to get the direction right for the next three years to come out ahead. Bullish on the AI buildout!