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“ASIC vendors dodge MLPerf because they lose; the Nvidia share-loss story is shadows”
Source
All-In PodcastYouTube“SpaceX’s $2T Case, Nvidia’s Shock Selloff, Ameri…”1:15:30
“there's a narrative that Nvidia is losing share to the TPU. And Broadcom guided for 143% year-over-year growth in their AI semiconductor revenue”
Performance
Entry$414.17
Current$360.45
Since call+12.97%
Confidence72%
How this was scored
Entry$414.17May 23, 2026 · 00:00 UTC · paste.trade
Current$395.76Jul 15, 2026 · 18:18 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.