RSI Is Closer Than People Think, Per Tae Kim

Speaker 1: We have Tay Kim in the waiting room. Speaker 2: Hey, guys.

It goes beyond the title with direct discussion of speaker, like, yeah, including: Let's bring him in to the TBPN UltraDome.

1. 01Speaker 2: I think I made the bullish call on CPUs, memory, and NVIDIA
2. 02I think we saw earlier this month, I think Reuters quoted, like, Zuckerberg's about agentic AI
3. 03They took it out of context, then every media person was with a hot take that this met Meta was seeing bad returns, so they're gonna cut its CapEx