The Analysts

Call · @futurumequities · #274 on the leaderboard

@futurumequities

@futurumequities · Tue, Aug 25

Futurum Equities@FuturumEquities
OpenAI's Jalapeño inference ASIC, fabbed on TSMC N3P, beat Nvidia and AMD accelerators on several efficiency metrics in SemiAnalysis testing. Every custom-silicon program still routes through one foundry, so more inference ASICs means more leading-edge demand for TSMC. $TSM
10d agoview on X ↗media on X

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as

Long TSM · Medium confidence

Confidence

Medium0.87

Counted from

Wed, Aug 26 · market close

Rank since this call

#335 → #274 · 7 scored days

#335

Aug 28

#333

Aug 29

#331

Aug 30

#329

Aug 31

#313

Sep 1

#324

Sep 2

#274

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 9 · counts fully until Sep 8 · fades out by Oct 6