Oli
@OInvests
MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $MU $VRT $ASTS | Building: $CRDO $RKLB $PLTR | $BTC
加入 August 2025
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Called $INTC 2 weeks ago.
Since then it’s up 18%.
CPUs become pivotal as AI shifts from prompt-based responses to agentic autonomous workflows. Sequential logic and orchestration run on CPUs not GPUs.
$AMD moving for the same reason. Both rolling out 10-25% server CPU price increases in October.
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CPUs are somewhere I want exposure in the Agentic era. So far I have none.
$INTC piques my interest.
- government backed
- validated by $AAPL $NVDA and $TSLA
The chart also looks primed for a Breakout.
50 SMA reclaimed. This setup looks great.
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