I'm a software engineer. When ChatGPT first launched in 2022, developers used AI chatbots to help them figure out small issues. We'd copy and paste small code snippets to and from ChatGPT. It was useful but nothing earth shattering. This went on for 3 years until late 2025, when I first tried to code with an AI agent. I was so shocked at what it can do. It was a revelation. Now I no longer write any code. I just instruct an agent.
Late 2025 was the time when the media and Michael Burry was saying AI is in a huge bubble is going to collapse soon. Meanwhile, I was privately fearing for my job because AI has gotten so good so fast. Everything changed in a matter of months.
Fast forward to today, Anthropic has gone from $9b ARR on Jan 1 to $44b ARR on April 30. Just 4 months. In stocks, RAM demand exploded because AI agents use far more RAM than AI chatbots. For example, token usage per coding session is far higher than a simple chatting session with ChatGPT. This requires a much bigger KV cache which means much more RAM.
In hindsight, it was obvious to software engineers that AI hit an inflection point in late 2025 and demand for AI would grow exponentially from here on.
In early 2026, I noticed that AI agents were hitting my CPUs hard. Everything it did, it wanted to use a tool. For example, use a browser to test changes or look for documents. Write a script to scrape data. Compile code to test. Run tests. Run a CPU-based simulation. Then it hit me. AI is quickly becoming tool users. Tools mostly on run CPUs. Buy CPU stocks. That's what I did.
After this revelation, I tried telling it to people on Reddit months ago. Most comments were dismissive and generally hostile. I told people to invest in Intel, AMD, TSMC, Samsung and other CPU & AI makers. It was too late to invest in memory stocks because they had gone 10x, but CPU demand was about to explode.
Here were the threads:
- https://www.reddit.com/r/investing/comments/1r2qka3/ai_play_isnt_just_gpus_its_everything_physically/
- https://www.reddit.com/r/stocks/comments/1rkep5v/the_upcoming_cpu_shortage/
- https://www.reddit.com/r/stocks/comments/1stkmwz/reminder_cpus_are_in_huge_demand_intel_earnings/
Now that we have hindsight, you would have made a lot of money very quickly if you listened to someone who was immensely affected by a new paradigm shift but most of the world wasn't aware.
So now I'm asking you. What do you do for work and what are people outside of your work unaware of that can help us make a lot of money through investing?
What do you do for work and what can you see in investing that other people might not?
byu/Wonderful-Sail-1126 ininvesting
Posted by Wonderful-Sail-1126
5 Comments
I mostly just chill. But I can see that Iran will never ever ever give up the Strait of Hormuz. It’s more important to them than nuclear weapons, and more dangerous because it’s actually usable. America and Israel can never let them keep the Strait. Therefore there will soon be no other choice on the American side but to bomb civilian infrastructure in Iran, force massive blackouts and loss of clean water in order to provoke the populace to rise up en masse against their government. This will definitely happen and Brent oil will definitely go through the roof. Consider going long some BNO as an inflation hedge.
Well done deleting the em dashes.
i’m so happy you don’t have to write code, just instruct an LLM, and in return a huge data center can fuck up and dry up a small city! And also no one can buy GPUs and RAM anymore.
good for you buddy!
Working on the HW side of things. Saw this coming a year ago, but honestly surprised by the speed of things. There’s a lot of frothy FOMO out there, and risk of a temporary pullback but this AI thing is real and consequential. IMHO, most of the sell side bears are not psychologically equipped to process what is going on here. They keep looking for a top and reversal that might never come. Those LTAs that memory makers are signing with hyperscalers mark a big shift in how the supply side is going to play out and will affect margins and prices long term. Investors who got in early with high conviction will be amply rewarded for many years to come.
Maybe I’ve been listening too much to Ed Zitron recently but I genuinely believe while recent ai advances have been most impressive that this is how good it gets for the next few years. With Chinese manufacturers on the horizon for RAM and GPUs the insane hardware prices likely will drop a bit again in a few years as well.