Dylan Patel
Founder, CEO, and Chief Analyst at SemiAnalysis
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 18
$540.25
+16.0%
Compute for AI is still a limited resource, driving sustained demand for semiconductor stocks. AI models are increasingly restrictive with tokens and downgrading to save compute, and the latest frontier models require massive compute. This backdrop supports continued upside for semiconductor stocks.
AI/Semi
Long
Apr 23
$36.73
+89.8%
DRAM prices are going to double or triple from current levels because memory capacity can only grow at low double-digit percentages per year, and AI demand is so strong that incremental supply won't arrive until 2027 or 2028, forcing demand destruction via higher pricing.
AI/Semi
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