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“All the advanced chip capacity is already booked out and a new fab takes five years from start to high yield, so chips are the wall the whole AI industry slams into for years.”
Source
Dwarkesh PodcastYouTube“Elon Musk – "In 36 months, the cheapest place to…”29:25
“we've secured all the, all the chip fab production that we can.”
Performance
Entry$333.38
Current—
Since call— pending
Confidence72%
How this was scored
Entry$333.38Feb 5, 2026 · 17:02 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
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.