[mlboss]

The real winner in chip war is TSMC. Everyone is using them to make chips.

[bjornsing]

Yeah I also have a feeling more value will gravitate towards the really hard stuff once we’ve got the NN architectures fairly worked out and stable.

To put my money where my mouth is I’m long TSMC and ASML among others, and (moderately) short NVidia. Very long the industry as a whole though.