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“At the silicon layer the die is cast; multi-horse model race means everyone keeps buying Blackwells”
Source
All-In PodcastYouTube“Travis Kalanick & Michael Dell Live from Austin,…”1:46
“it's roughly Nvidia plus AMD plus Google plus a bunch of inference silicon”
Performance
Entry$182.53
Current$194.83
Since call+6.74%
Confidence72%
How this was scored
Entry$182.53Mar 17, 2026 · 00:00 UTC · paste.trade
Current$210.16Jul 15, 2026 · 18:18 UTC · Finnhub
Horizon3-12moparsed as 12mo
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.