Calls
1
Paul Kedrosky
Partner, SK Ventures
Win Rate
100.0%
return
+1.3%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Aug 28
$560.76
+1.3%
The narrative of a permanent semiconductor supercycle and an unbreakable GPU duopoly is flawed because AI itself is now being used to design chips. This 'vibe chipping' drastically reduces design verification times and lowers traditional barriers to entry, meaning a flood of new, specialized chips will soon challenge incumbent market leaders and destroy their moats.
Thematic ETFs
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Paul Kedrosky has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: SMH, TECHNOLOGY COMPANIES TIED TO AI CAPEX, LIQUID TECH WINNERS.
