Vikram Sekar(@vikramskr):We'd like a small victory lap for calling out the CPU boom a month ago on @semidoped ... This was when @bot dropped, and the demand for CPUs when these personal agents run on VMs was crystal clear. It seems like the markets woke up only when Muse took off. Semi Doped and its free daily newsletter (https://t.co/Xl8lB8ZT2J) is all the free alpha you will ever need. And, this comes from @austinsemis and I, who have high-priced newsletters on Substack 🤣 -- that has deeper content. Get on the Semi Doped train: podcast, newsletter, and X account. $0 spent.

Vikram Sekar

@vikramskr

Technical Red-Teaming for Pro Investors: Substack: Podcast: NFA. DYODD

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Vikram Sekar@vikramskr

2026.09.23 05:21

We'd like a small victory lap for calling out the CPU boom a month ago on @semidoped ... This was when @bot dropped, and the demand for CPUs when these personal agents run on VMs was crystal clear. It seems like the markets woke up only when Muse took off. Semi Doped and its free daily newsletter ( is all the free alpha you will ever need. And, this comes from @austinsemis and I, who have high-priced newsletters on Substack 🤣 -- that has deeper content. Get on the Semi Doped train: podcast, newsletter, and X account. $0 spent.