Nvidia is mentioned in the context of partnering with NeoCloud companies to build CPU infrastructure, and the creator notes the potential for GPU pricing strength.
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AMD Hits $1 Trillion — And the AI CPU Boom Is Just Starting!!
Sep 22, 2026
The creator discusses AMD's achievement of a $1 trillion market cap, attributing it to the burgeoning AI CPU market and the increasing demand for agentic tools. He highlights Meta Platforms' success with its Muse AI platform as a key driver for companies like AMD and Qualcomm, emphasizing his long-standing bullish stance on AMD due to these trends.
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Shopify stock benefited from a partnership with Muse, increasing by 7.3%, and is expected to benefit further from Shopay integration.
ARM is also seeing significant gains, up roughly 17%, as it benefits from the AI CPU boom.
Intel is benefiting from the AI CPU boom, trading up roughly 12%.
Qualcomm is also benefiting dramatically from the AI CPU boom and the increasing demand for agentic tools.
Meta Platforms is benefiting dramatically from the AI story, with its Muse platform showing strong download and active user growth compared to ChatGPT.
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SHOPbuy opened Sep 22, 2026
+20.22%