# AI infrastructure stocks — X 热门讨论 (2026-09-18 21:01 UTC)
## @0xTharmas (Tharmas) · 09-18 17:06 · ♥34 ↻1 💬9 AI agents are going to become the biggest users onchain because they can manage capital 24/7, constantly finding ways to put assets to work.
@EARNONHOOD is building for that future where every asset becomes productive and generates yield.
Most users hold stocks and tokens without doing anything with them because actively managing capital is a full-time job. Agents completely change that because they can continuously find the best ways to allocate assets and readjust whenever conditions change.
The average holder is never going to navigate dozens of protocols and strategies themselves. Agents will abstract all of that away, so users can just decide what they want to own and how they want to earn.
The products we’re building today are the foundation for that future. The same infra that helps someone earn on their stocks can serve agents managing capital for millions of users.
This becomes much bigger as Robinhood brings the entire TradFi industry onchain. Tokenization makes those assets programmable, but the real opportunity comes when agents can actually make those assets earn.
Capital moves toward incentives, and yield is that incentive.
Agents can use automated vaults to turn individual assets into managed liquidity, Omnipools to turn entire portfolios into yield-generating positions, and then use those positions as collateral to borrow, loop and build completely new strategies on top.
As agents become one of the main interfaces for finance, the infrastructure they use to make capital productive becomes one of the most important layers underneath them, with the EARN token already structured to capture value directly from that growth.
EARN will be that layer.
Agents will earn.
Everyone will earn. https://x.com/0xTharmas/status/2100994841832538461
## @13_niakris (Niakris) · 09-17 18:34 · ♥31 ↻2 💬7 Chip stocks fell 46% versus software
AI infrastructure names are down 46% against software names from the late-2025 peak. The relative index sits near the early-2025 low.
Nvidia, AMD, Microsoft, and Broadcom were in the first group. Adobe, Salesforce, and ServiceNow were in the second.
Investors stopped paying only for chips and data centers. They started asking who can show productivity and revenue from AI.
That is the rotation. It is not a new number one.
Nvidia is still near $5.3T. Apple is near $4.9T. The gap is about $400B. September has two weeks left.
Polymarket prices Nvidia as the largest company on September 30. The contract sits near 98¢. https://x.com/13_niakris/status/2100654602093785529