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dwarkesh
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Dwarkesh Patel interviews researchers, founders, and operators at the frontier of AI, science, and economics. Trades are attributed to the guest who holds the conviction.
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Episodes23transcribed
Calls tracked84
Win rate1%
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NVDALONG
Nvidia's moat is durable: electron-to-token transformation is too hard to commoditize even as software cheapens
$197.02+22.22%
SNPSLONGAgents make tool-maker software companies skyrocket as tool instances explode, not get commoditized
$422.53+27.68%
MULONGMicron is a key memory winner as HBM and LPDDR go from specialty to mainstream computing
$442.50+161.20%
LITELONGSilicon photonics suppliers Lumentum and Coherent benefit as Nvidia reshapes the optical supply chain
$807.39+31.76%
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