Intel is mentioned as a key player in the CPU market, down almost 40% from its June high, but is not the primary focus for investment.
Source Post
If You Missed Palantir or Nvidia. This is Far Bigger.
Aug 25, 2026
The creator discusses the emerging field of agentic AI and robotics as the next major investment opportunity, following the initial AI wave driven by large language models. He argues that while many focus on chatbots, the real value will come from autonomous agents and robots that can perform tasks independently. The creator highlights the increased demand for CPUs and memory required for these agents and suggests that the market is currently misunderstanding and underpricing companies poised to benefit from this second wave, unlike established players like Nvidia which have already seen significant gains.
Linked Mentions
Tickers discussed in this post
ARM is mentioned as a key player in the CPU market, down 40% from its June high, but is not the primary focus for investment.
Arista is mentioned as a past successful call with significant returns, but not as the current focus.
Fortinet is mentioned as a past successful call with significant returns, but not as the current focus.
Palantir is mentioned as a past successful call by the creator, but not as the focus for the current investment thesis.
Nvidia is mentioned as a past success in the AI cycle, but the creator indicates it has already had its significant run-up and is not the focus for the next wave.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.