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#AMD1TChipStocksRally AI may be creating a second chip trade 👀
AMD just crossed $1T as CPU stocks rally alongside GPUs. The interesting part is why: AI agents need CPUs too. Meta's Muse, for example, runs each agent inside its own Secure VM, potentially multiplying compute demand as agents scale.
But narratives move faster than orders.
If AI agents become mainstream, CPUs could be the overlooked beneficiary.
Now earnings need to prove the demand is real.
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