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Season 5

The chip you've never heard of is in every AI you've ever used

Abhishek Tripathi

27 May 2026 — 10 min read
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The company that builds the room the chips live in.

lock-1 By Abhishek Tripathi 17 Jun 2026

One machine. One company. Every advanced chip in the world.

Today, the most upstream monopoly in technology.

lock-1 By Abhishek Tripathi 09 Jun 2026
Before we pick anything, we need to talk about order.

Before we pick anything, we need to talk about order.

lock-1 By Abhishek Tripathi 25 May 2026
Season 5 of the Pick is here

Season 5 of the Pick is here

By the end of Season 5, you'll be able to: * Read any company's earnings and know which 3 things actually matter * Write a one-page thesis on a business before you buy it - and use it to decide when to sell * Filter 95% of market noise

By Abhishek Tripathi 22 May 2026

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