The total long position of "Maverick" has increased to $157 million, with a current unrealized profit of $830,000.

Jefferies believes that agent-based applications consume significantly more inference power, multi-task orchestration capability, and foundational infrastructure compared to traditional chatbot scenarios. As AI rapidly evolves from chatbot functions to agent-based applications, the demand for computing power in the inference, orchestration, and infrastructure layers will continue to expand. PCB and ABF substrate suppliers are likely to see reevaluation opportunities.