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“There is not enough compute in the world and won't be for years, so the chip maker at the bottom of the AI stack keeps growing even before real adoption hits.”
Source
Alex SacerdoteYouTube“Why the AI Boom Is Just Getting Started”11:58
“we're already sold out of all the there's not enough compute in the world. So Anthropic has half of what they need right now, and that's before this huge takeup. So Marc Andreessen said in the next 4 years, one thing he's sure of is there's not going to be enough compute.”
Performance
Entry$209.37
Current$194.83
Since call-6.94%
Confidence72%
How this was scored
Entry$209.37Jun 9, 2026 · 12:00 UTC · paste.trade
Resolution$204.12Jul 9, 2026 · 13:58 UTC · Yahoo Finance
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 9, 2026 · 13:58 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.