Why one AI bull says the boom still has room to run: TAM, RSI, agents and HBM
johncoogan · x · 2026-07-29
- @firstadopter argues the AI boom still has room to run.
- The case rests on four points: AMD says its TAM has expanded sharply in the last three months, researchers think RSI is approaching, companies are still early in adopting agentic AI, and AI CEOs are scrambling for HBM supply.
- The post is less about a single product and more about the combination of market demand, model progress, enterprise adoption, and hardware bottlenecks.
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