{"version":"market-claims.v1","claim":{"id":"mcl_a5d9830d367100d6be","url":"/trace/claims/mcl_a5d9830d367100d6be","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"TSMC keeps raising prices and capex into demand it can't fully meet while Intel still has no committed leading-edge customers, leaving the foundry at the center of AI compounding higher.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"TSM","name":"TSM","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=6MEAhyh6BtQ&t=1431s","sourceUrl":"https://youtube.com/watch?v=6MEAhyh6BtQ","timecode":"23:51","startMs":1431000,"endMs":null,"excerpt":"No, we've seen a few of those AI leader gatherings in DC where you see Tim Cook and Sundar and Sam Altman and Dario and all the leaders are together. And I was always hoping that at one of those dinners, they would say, okay, Okay, everyone's going to try and say the biggest number, but this time it's going to be how much you're committing to Intel and how much you'll, how much you'll buy from them if they come online with a competitive product."},"performance":{"entryPrice":338.66,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"source":{"platform":"YOUTUBE","title":"Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong, Citrini","sourceUrl":"https://youtube.com/watch?v=6MEAhyh6BtQ","publishedAt":"2026-04-07T18:19:56.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=6MEAhyh6BtQ&t=1431s","sourceUrl":"https://youtube.com/watch?v=6MEAhyh6BtQ","timecode":"23:51","startMs":1431000,"endMs":null,"excerpt":"No, we've seen a few of those AI leader gatherings in DC where you see Tim Cook and Sundar and Sam Altman and Dario and all the leaders are together. And I was always hoping that at one of those dinners, they would say, okay, Okay, everyone's going to try and say the biggest number, but this time it's going to be how much you're committing to Intel and how much you'll, how much you'll buy from them if they come online with a competitive product.","quote":"No, we've seen a few of those AI leader gatherings in DC where you see Tim Cook and Sundar and Sam Altman and Dario and all the leaders are together. And I was always hoping that at one of those dinners, they would say, okay, Okay, everyone's going to try and say the biggest number, but this time it's going to be how much you're committing to Intel and how much you'll, how much you'll buy from them if they come online with a competitive product.","speaker":"John Coogan"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"TSM","name":"TSM","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":338.66,"currency":"USD","observedAt":"2026-04-07T18:19:56.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"TSM","assetClass":"EQUITY","price":338.66,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:TSM","observedAt":"2026-04-07T18:19:56.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}