Meta Muse 带动 AMD、Intel CPU 需求

Keith Fitz-Gerald @fitz_keith原推发布于 2026.10.07

在 X 上打开原推

The personal agent boom isn’t what it seems 👇 CNBC is reporting that $META Muse is benefiting $AMD and $INTC, which make CPUs that could rival $NVDA GPUs. The implication is that you better pick one or the other. I say the [AI] pizza is big enough for everybody to have a slice. The problem is that most investors are still hunting for their favorite toppings – meaning Muse, the “best” AI models and so on. Do yourself a favor. Buy the investing equivalent of a dough maker. $AMD, for example, has significantly outperformed $META over the past 1,3- and 5-year periods. Keith’s Investing Tip: Buy the best, ignore the rest®. Or… diversify your way to average. There’s nothing wrong with that approach if that’s what you want, btw. Just be clear with yourself, or the odds are good that you will regret it somewhere down the line.