Back
“A freshly-listed AI chip name priced for a permanent moat runs into a hard wall: SRAM scaling stopped, so the speed edge only holds for models that still fit on a single wafer, and the biggest ones no longer do.”
Source
TBPNYouTube“Cerebras IPO, Warshtime, VC Infighting, H100s in…”94:03
“Yeah. Meaning attention feedforward disaggregation. Okay. So yeah.”
Performance
Entry$317.08
Current$204.86
Since call+35.39%
Confidence72%
How this was scored
Entry$317.08May 14, 2026 · 19:31 UTC · paste.trade
Resolution$204.86Jul 3, 2026 · 13:34 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:34 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.