Unpopular take:


The real AI trade right now is not the tokens.
It’s the hardware they cannot run without.
Intel CPUs are in shortage.
Prices up 15% twice in a row.
Demand from AI agents is only accelerating.
$TAO $FET $RENDER get the attention.
Intel is quietly getting the money.
Both can win.
But only one is being ignored.
Agree or cap?
TAO8,22%
FET3,66%
RENDER5,27%
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