Episode Details
| Title | Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Works |
|---|---|
| Date | 10/2/2024 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $NVDA - NVIDIA is expected to consistently deliver more than 2x performance per dollar in each generation, indicating strong growth potential in the AI chip market.
- “NVIDIA gen to gen to gen will do more than 2 x performance per dollar. I think that's very clear.” - Dylan (1:02:05)
- 🟢 $SEMI - 🔒
- 🟢 $TSM - 🔒
- 🟢 $DATACTR - 🔒
- 🟢 $PWRGRID - 🔒
- 🟢 $INDUS - 🔒
- 🟢 $AI - 🔒
- 🟢 $MSFT - 🔒
- 🟢 $OPENAI - 🔒
- 🟢 $MEMORY - 🔒
Bearish:
- 🔻 $AI - 🔒