Buy TSM by Dec 1, 2026.

I own Cerebras (CBRS), TSM, and NVDA inside an IRA representing less than 10% of my total portfolio. The latest Moonshots podcast (at 1 hr 3 m) discussed a startup called Architect Labs who produced the world's first fully designed AI chip called Redwood. Two guys wrote a spec then AI designed the rest within 2 weeks that allegedly beat NVDA's Jetson by 3.4X performance per watt. Not saying it's a threat to CBRS directly as a fast inference play …