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00:25LONG
“The TSMC customer service is way way better than I have seen at any other company in any other industry. It's the kind of thing where if you say, "Hey, we you can improve your yield by making this cha”
@Invest Like the Best
TSMC permanently captures the foundry market by eating the cost of custom yield experiments, locking in clients building $100 million AI chips.
TSMLONG@ $470.52
$395.08-16.03%
since call Jun 30
15:53LONG
“It is completely unsurprising that the best chip in the world is built by a company that only builds that chip. It's Nvidia, right?... Look at the raw flop stats. You compare any of these chips built ”
@Invest Like the Best
Nvidia suffocates hyperscaler silicon threats because its pure-play focus yields unmatched flop density in architectures like the B300.
NVDALONG@ $201.96
$199.19-1.37%
since call Jun 30
peak +8.0%
TIMESTAMPS
00:25
15:53