RSI Advances to Drive Exponential Compute Demand, Bullish on AI Chip Stocks
firstadopter · x · 2026-07-30
An investor predicts AI chip stocks will soar over the next 6–9 months due to imminent Reinforcement Self-Improvement (RSI) advances from OpenAI and Anthropic.
RSI will drive a dramatic increase in AI model capabilities, consuming exponentially more compute. He dismisses recent FUD around AI demand as misplaced—similar to DeepSeek fears—and reiterates his bullish stance on CPU and HBM memory stocks based on the agentic AI megatrend.
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