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$AMD PT Raised to $720 at BofA Securities
We hosted Ben Bajarin, CEO and Principal Analyst of Creative Strategies, for a call on the server CPU market. In AI inference, the GPU does the “thinking” by generating tokens, while the CPU executes tasks including tool calls, code execution, retrieval and database interactions. Thus, Agentic AI requires compute across the system, with CPU latency and task-completion speed increasingly important to GPU utilization and the end-user experience. We model server CPU TAM growing from $61bn CY26E to $211bn in CY30E ($180bn to be AI-related). Anthropic/Akamai CPU infra deal further supports CPU importance in the agentic era.
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Why MSFT will keep winning!
We’re building Copilot as a new OS for work that spans every model, every form factor, and every task. Today, we’re announcing our biggest update to Copilot to date, bringing four things together:
· Autopilot: proactive and long-running agent built for the enterprise
· Code: build apps with Copilot, hosted inside your company’s tenant
· Home: Chat + Cowork together
· Office: now fully embedded in Copilot (and Copilot embedded in Office, of course!)
Plus, you can invoke Copilot in Teams, and we’re introducing Today, a proactive experience that surfaces the most important information from across M365 without needing to ask for it.
The way we work is changing and so are our workflows. This update brings AI into that flow, from answering a question, to building an app, to getting work done on your behalf.
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$META: Piper Sandler PT $875, TD Cowen PT $865, Canaccord PT $950
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How come you could not focus yesterday and only reversed your thoughts based on market. Disappointing! $meta
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$AKAM signs $11.6B deal with Anthropic, up to $20B potential
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Rihard is spot on. This is exactly why I believe $meta is going to take pole position and the rest will be followers!
It will be hard for anyone to compete with $META Muse. You either compete on the product, distribution or price.
$META is really strong in all three categories:
- The product reviews for Muse are 40k ratings with a 4.88 score (truly rare) telling you users love the product.
- In terms of distribution, $META owns the biggest ecosystem by far.
- In terms of price $META has the most spare infra capacity + enough profits from its core to subsidize if needed.
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$MDB Evercore ISI Reiterates Outperform PT $525
Analyst day next Tuesday 9/29 with shares back to pre F2Q levels
Atlas growth steady near 29 percent for 3 quarters, needs an AI catalyst to shift sentiment
Wide valuation gap vs SNOW and DDOG if AI workload momentum shows
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$OKTA Jefferies Raises PT to $240 from $200, Buy
Oktane excitement high and demand building, identity top of mind for agentic security
Okta for AI Agents building momentum with more pronounced materialization expected by early to mid CY27
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$NBIS BNP Paribas Exane Upgrades to Outperform, PT $399 from $260
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$META More Meta Muse Momentum; Reiterate Overweight and Raising PT to $920 JPMorgan
“While it is still early, we believe that Muse has the potential to become the most widely used consumer AI application since ChatGPT.”
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Check this thread out. It is a @muse takeover and just getting started.
1/ Muse launched on Sep 8th with a powerful set of connectors, including:
@1Password / @DuffelHQ / @facebook / Gmail / GDrive / @HealthEx_io / @instagram / @OpenTable / Outlook Mail / @onepeloton / @Plaid / @Shopify / @Spotify / @stripe / Threads / @Ticketmaster
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Kaushik retweeted
We’re blown away by the response to the @Muse Connector Platform — with over 2,000 submissions in just a few days since launch. We believe this is the beginning of a new era for developers big and small, and we’re so grateful for the response from the community to date.
For those that haven’t yet, you can learn more about the platform and submit your connectors here: muse.ai/platform
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For the first time I may consider the VR glasses and fun stuff you can do with @muse. Pretty impressive!
Meta VR Glasses -- private cinema, a workstation with multiple monitors, and a game console in a pair of high-res glasses. Our first time delivering VR in glasses rather than a full headset -- really a glimpse of the future.
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