Calls
4
Dwarkesh Patel
Host, Dwarkesh Podcast
Win Rate
50.0%
return
-0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 07
$274.16
-5.8%
The cloud provider analogy shows lock-in economics: cloud margins are high because switching clouds is time-consuming and expensive, and Amazon or Google's quarterly earnings reflect that they are doing just fine.
Hyperscalers
Long
Aug 07
$354.72
-4.5%
The cloud provider analogy shows lock-in economics: cloud margins are high because switching clouds is time-consuming and expensive, and Amazon or Google's quarterly earnings reflect that they are doing just fine.
Hyperscalers
Long
Aug 03
$1644.94
+4.0%
Of the 3x yearly compute growth, 1.2x comes from building new fabs, and that process is bottlenecked through 2030 and potentially beyond by the ability to build ASML EUV machines. This gives ASML a structural bottleneck as AI compute capacity scales.
Foundry Equipment
Long
Aug 03
$405.16
+5.6%
AI is absorbing leading-edge wafer allocation that previously went to smartphones and PCs; at TSMC's leading-edge N3 nodes AI will go from 60% to 86%. Once all leading-edge wafer capacity is absorbed by AI, that reallocation source of compute growth hits a wall, making TSMC's leading-edge capacity increasingly scarce.
Foundry Equipment
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Dwarkesh Patel has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: AMZN, GOOGL, TSM.
