Lucas and Luna explore the rising trend of small language models (SLMs) in enterprise AI. With a specific focus on Microsoft's Phi-3 and the surprising cost advantages over giants like GPT-4, they break down why companies are ditching one-size-fits-all models. Anchored to recent data—NVIDIA up 3.7% in five days while Broadcom drops 6.2%—they discuss how the shift to smaller, specialized models is reshaping the chip landscape. Plus, a look at why Applied Materials jumped 11.5% as manufacturing adapts. No fluff, just concrete numbers and a clear takeaway: sometimes smaller really is smarter.

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