Since the February launch of my Substack, I've made three big thematic bull calls, pounding the table on the accelerating exponential agentic AI megatrend before Wall Street analysts and the mainstream media: HBM memory names, CPU stocks, and GPUs. All large cap and liquid. No small caps. HBM memory stocks and CPU stocks have gone to the moon, delivering triple-digit returns in weeks. Are GPUs next to outperform? $NVDA Also, on TPUs and Trainium, show us your inference performance on mixture-of-experts (MoE) reasoning models! The fact that we have no idea how they perform is ridiculous.
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