On May 20, $Arm Holdings (ARM.US)$Shares rose more than 10%, hitting a record high, $Intel (INTC.US)$ The stock price rose more than 6%, $Advanced Micro Devices (AMD.US)$ Up more than 4%. As AI advances from large-model inference to the agent era, Wall Street is broadly optimistic about the CPU market outlook. Citi forecasts that driven by surging demand for agent-based AI applications, the server CPU market could grow at a compound annual rate of 35%, expanding from $29.3 billion in 2025 to $131.5 billion by 2030. Citi raised its price targets for Intel and AMD to $130 and $460, respectively. Could CPUs become the new focal point of the AI rally? Which company do you favor?