Ejaaz(@cryptopunk7213):i’m betting Muse was behind this recent move. remember 99% of people have NOT had their “claude code moment” until this week. Meta has 3 billion users, if they want to give each of them a Muse agent then they’re going to need a LOT more compute + CPUs for agents to orchestrate tools. only 1M+ people have downloaded muse. lots more to grow.

2026.09.22 21:42

i’m betting Muse was behind this recent move. remember 99% of people have NOT had their “claude code moment” until this week. Meta has 3 billion users, if they want to give each of them a Muse agent then they’re going to need a LOT more compute + CPUs for agents to orchestrate tools. only 1M+ people have downloaded muse. lots more to grow.

Knockouttrader@knockouttrader

2026.09.21 08:57

Over the weekend X sentiment went super bullish on CPUs again after $INTC CEO Lip-Bu Tan noted that Intel can only supply 50% of the CPU demand they’re seeing from Frontier model companies right now. Goldman now calculates CPU > GPU in short dated capex. So we do not only have a +ive Intel part but also a +ive $AMD readthrough from this overall development imo. Discl.: Long AMD today