Traders Weigh AI Bets: Incumbent Chip Giants Capture Compute Value

A trader argues 90% of compute value will accrue to incumbent chip giants, making an OpenAI-style newcomer unlikely. Others suggest buying $SMH if you believe recursive self-improvement is near, or leveraging $SPY for a bolder macro bet.

2026-10-03 ~ 2026-10-03 · 2 related posts

• 90% of AI chip value accrues to incumbents, no OpenAI equivalent for years — menhguin · 2026-10-03
• Trader: bet on RSI with $SMH, or go "insane" with a levered $SPY long on AGI — menhguin · 2026-10-03