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“Alibaba rises as China's chipmaking grinds into high gear over years, with its own SMIC-built AI silicon feeding a cloud business no longer hostage to Nvidia or export curbs.”
Source
Dwarkesh PodcastYouTube“Dylan Patel — The single biggest bottleneck to s…”67:24
“I'm quite bullish that they're going to be able to do these things over the next 5 to 10 years. Really scale up production, really kick it into high gear.”
Performance
Entry$135.32
Current$96.14
Since call-28.95%
Confidence72%
How this was scored
Entry$135.32Mar 13, 2026 · 16:26 UTC · paste.trade
Resolution$96.14Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:33 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.