Reminder: CPUs are in huge demand. Intel earnings coming up today.

**Edit: Intel up 22% overnight. Told you so. Even told you one month ago. https://www.reddit.com/r/stocks/s/TlVmbcx1hb** **Edit: Up 30%** Let me ask you a simple question. What do you think an AI agent does? If you answered, it uses tools to accomplish goals, you are correct! Congrats. What tools does it use the most? Servers, software, anything digital. What do they all need to run on? CPUs. You can't have AI agents without CPUs. It doesn't work. You can't inference/hallucinate all the answers. The AI needs to use tools. So GPUs have gone parabolic in demand because of training and inference. SSDs have gone parabolic in demand because AI agents generate much more data and because AI models are huge in size. RAM has gone parabolic in demand because GPUs need RAM. CPU servers need RAM. Local devices like Macs need RAM. Apple is selling more Macs than ever. So why wouldn't CPUs go parabolic in demand next? There is no reason it won't. It's already started. AWS, Google Cloud, Microsoft Azure have all sold out of CPU capacity except for small servers here and there. All major CPU supplies are booked out. Enter Intel. They've made every single wrong decision and missed out on every single boom from mobile, crypto, AI in the last 10 years. Luckily for them, they're poised to benefit the most from the AI Agentic boom because they're the only ones who design CPUs and manufacturer them. This means they have the most supply of CPUs and they can keep the margins. AMD, Qualcomm, Amazon, Apple all go to TSMC to make CPUs (Intel does too for some CPUs). This means they're all competing for the same wafers which will erode margins. It's Intel who will benefit the most from CPU parabolic demand. The next companies who will benefit the most are TSMC and Samsung. AMD, AWS are also pretty high up in value capture. I've already written about his one month ago: [https://www.reddit.com/r/stocks/comments/1rkep5v/the\_upcoming\_cpu\_shortage/](https://www.reddit.com/r/stocks/comments/1rkep5v/the_upcoming_cpu_shortage/) My conviction is even higher today.