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“NVIDIA's entire product is a bitstream sent to Taiwan, and they are the only ones who can make files that good, which is why their chips stay the indispensable bottleneck of AI.”
Source
Dwarkesh PodcastYouTube“Elon Musk – "In 36 months, the cheapest place to…”67:29
“the most valuable companies currently by market cap their output is digital. So NVIDIA's output is FTPing files to Taiwan.”
Performance
Entry$175.06
Current$194.83
Since call+11.29%
Confidence72%
How this was scored
Entry$175.06Feb 5, 2026 · 17:02 UTC · paste.trade
Current$208.88Jul 15, 2026 · 17:30 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.