Notes on Compute

Market Sentiment

May 7

Agents need CPUs

4 Comments

Super, thank you for your article!

Market Sentiment

Thank you :)

The Second-Level Audit

Alab, rmbs, ttmi, Jbl, cls first few names comes to my mind

Off-Radar Picks

See what Sandisk built — and how it built its empire:

https://substack.com/@offradarpicks/note/c-256191961?r=2zv5fm&utm_medium=ios&utm_source=notes-share-action

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