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“A small slice of TSMC's spend turns into NVIDIA's hundred-sixty-billion-a-year of earnings, and the foundry could still break out and charge a lot more.”
Source
Dwarkesh PodcastYouTube“Dylan Patel — The single biggest bottleneck to s…”24:10
“TSMC is not raising prices, but memory vendors are... until TSMC or ASML like break out and they're like, no, actually we're going to charge a lot more.”
Performance
Entry$338.72
Current$434.16
Since call+28.18%
Confidence72%
How this was scored
Entry$338.72Mar 13, 2026 · 16:26 UTC · paste.trade
Resolution$434.16Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonmulti-yearparsed 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.