youtube@AnastasiInTech
Anastasi In Tech

Anastasi In Tech

If you represent a brand and want to collaborate, please reach out to yama@ycaagency.com For startups: pr@anastasiintech.com (subject: "startup"). For events and everything else: info@anastasiintech.com.

Trust score
0 / 100
Track record
0 / 100
Thesis calls
42
Evaluated calls
0
Average return
n/a
Win rate
n/a

Past bets that played out

These are the clearest thesis calls with observable outcomes, linked back to the original videos.

TSMopen

IBM Just Built World’s Smallest Microchip IBM just announced the world's smallest microchip and everyone is talking about this transistor with the way we build chips is starting to change. And IBM may have just shown us the first glimpse of but IBM built two of them and then bet everything on lining them up afterwards. do something like this. The answer actually begins with something I saw a few months earlier at IMEC, one of the world's leading semiconductor research labs. It's where companies

Mentioned: Jul 16, 2026, 3:01 PM EDTConviction: 60 / 100
Source: IBM Just Built World’s Smallest Microchip
IBMopen

IBM Just Built World’s Smallest Microchip IBM just announced the world's smallest microchip and everyone is talking about this transistor with the way we build chips is starting to change. And IBM may have just shown us the first glimpse of but IBM built two of them and then bet everything on lining them up afterwards. do something like this. The answer actually begins with something I saw a few months earlier at IMEC, one of the world's leading semiconductor research labs. It's where companies

Mentioned: Jul 16, 2026, 3:01 PM EDTConviction: 60 / 100
Source: IBM Just Built World’s Smallest Microchip
SMHopen

The provided source contains almost no substantiated information beyond a headline claim (“China’s 1.4nm breakthrough”) and promotional links/timestamps. There are no specifics (company, node definition, yield, toolchain, volume timeline), so trade actionability is low. Still, the headline theme maps to a familiar tradable narrative: China semiconductor self-sufficiency progress and heightened US/Taiwan strategic anxiety, which can move foundry, equipment, and China-chip-adjacent names via senti

Mentioned: Jun 16, 2026, 12:00 PM EDTConviction: 31 / 100
Source: China's 1.4nm Breakthrough Terrifies America and Taiwan

Latest videos and market context

Recent source posts from this author. Create an account to inspect the complete persisted research trail.

This New Chip Factory Should Terrify TSMC

Sep 1, 2026, 1:28 PM EDT

This Could End The RAM Crisis

Aug 18, 2026, 2:43 PM EDT

China Just Built What ASML Feared Most

Jul 27, 2026, 11:46 AM EDT

IBM Just Built World’s Smallest Microchip

Jul 16, 2026, 3:01 PM EDT

IBM Just Built World’s Smallest Microchip IBM just announced the world's smallest microchip and everyone is talking about this transistor with the way we build chips is starting to change. And IBM may have just shown us the first glimpse of but IBM built two of them and then bet everything on lining them up afterwards. do something like this. The answer actually begins with something I saw a few months earlier at IMEC, one of the world's leading semiconductor research labs. It's where companies like TSMC, Intel, and Samsung and ASML explore technologies decades before they reach your phone or laptop. There I inside a working transistor. At first I thought the invention was the transistor. But IBM made me transistor becomes, the less punishment it can tolerate. So IBM stopped fighting the heat and IBM split the job into two. One wafer carries the lower transistor, a completely separate same from my AI workflows. On Make I've also built a stock market watch doc that monitors the stocks, bonding was something engineers did after the important work was finished. But IBM turned finished chips. But IBM pushed it somewhere much harder inside the transistor. And that's space and that's exa

Proof-backed call history

These are recent thesis calls tied to original source content where available.

TSMopen

IBM Just Built World’s Smallest Microchip IBM just announced the world's smallest microchip and everyone is talking about this transistor with the way we build chips is starting to change. And IBM may have just shown us the first glimpse of but IBM built two of them and then bet everything on lining them up afterwards. do something like this. The answer actually begins with something I saw a few months earlier at IMEC, one of the world's leading semiconductor research labs. It's where companies

Mentioned: Jul 16, 2026, 3:01 PM EDTConviction: 60 / 100
Source: IBM Just Built World’s Smallest Microchip
IBMopen

IBM Just Built World’s Smallest Microchip IBM just announced the world's smallest microchip and everyone is talking about this transistor with the way we build chips is starting to change. And IBM may have just shown us the first glimpse of but IBM built two of them and then bet everything on lining them up afterwards. do something like this. The answer actually begins with something I saw a few months earlier at IMEC, one of the world's leading semiconductor research labs. It's where companies

Mentioned: Jul 16, 2026, 3:01 PM EDTConviction: 60 / 100
Source: IBM Just Built World’s Smallest Microchip
SMHopen

The provided source contains almost no substantiated information beyond a headline claim (“China’s 1.4nm breakthrough”) and promotional links/timestamps. There are no specifics (company, node definition, yield, toolchain, volume timeline), so trade actionability is low. Still, the headline theme maps to a familiar tradable narrative: China semiconductor self-sufficiency progress and heightened US/Taiwan strategic anxiety, which can move foundry, equipment, and China-chip-adjacent names via senti

Mentioned: Jun 16, 2026, 12:00 PM EDTConviction: 31 / 100
Source: China's 1.4nm Breakthrough Terrifies America and Taiwan
INTCopen

The provided source contains almost no substantiated information beyond a headline claim (“China’s 1.4nm breakthrough”) and promotional links/timestamps. There are no specifics (company, node definition, yield, toolchain, volume timeline), so trade actionability is low. Still, the headline theme maps to a familiar tradable narrative: China semiconductor self-sufficiency progress and heightened US/Taiwan strategic anxiety, which can move foundry, equipment, and China-chip-adjacent names via senti

Mentioned: Jun 16, 2026, 12:00 PM EDTConviction: 34 / 100
Source: China's 1.4nm Breakthrough Terrifies America and Taiwan
AMATopen

The provided source contains almost no substantiated information beyond a headline claim (“China’s 1.4nm breakthrough”) and promotional links/timestamps. There are no specifics (company, node definition, yield, toolchain, volume timeline), so trade actionability is low. Still, the headline theme maps to a familiar tradable narrative: China semiconductor self-sufficiency progress and heightened US/Taiwan strategic anxiety, which can move foundry, equipment, and China-chip-adjacent names via senti

Mentioned: Jun 16, 2026, 12:00 PM EDTConviction: 32 / 100
Source: China's 1.4nm Breakthrough Terrifies America and Taiwan
ASMLopen

The provided source contains almost no substantiated information beyond a headline claim (“China’s 1.4nm breakthrough”) and promotional links/timestamps. There are no specifics (company, node definition, yield, toolchain, volume timeline), so trade actionability is low. Still, the headline theme maps to a familiar tradable narrative: China semiconductor self-sufficiency progress and heightened US/Taiwan strategic anxiety, which can move foundry, equipment, and China-chip-adjacent names via senti

Mentioned: Jun 16, 2026, 12:00 PM EDTConviction: 33 / 100
Source: China's 1.4nm Breakthrough Terrifies America and Taiwan
EWTopen

The provided source contains almost no substantiated information beyond a headline claim (“China’s 1.4nm breakthrough”) and promotional links/timestamps. There are no specifics (company, node definition, yield, toolchain, volume timeline), so trade actionability is low. Still, the headline theme maps to a familiar tradable narrative: China semiconductor self-sufficiency progress and heightened US/Taiwan strategic anxiety, which can move foundry, equipment, and China-chip-adjacent names via senti

Mentioned: Jun 16, 2026, 12:00 PM EDTConviction: 38 / 100
Source: China's 1.4nm Breakthrough Terrifies America and Taiwan
TSMopen

The provided source contains almost no substantiated information beyond a headline claim (“China’s 1.4nm breakthrough”) and promotional links/timestamps. There are no specifics (company, node definition, yield, toolchain, volume timeline), so trade actionability is low. Still, the headline theme maps to a familiar tradable narrative: China semiconductor self-sufficiency progress and heightened US/Taiwan strategic anxiety, which can move foundry, equipment, and China-chip-adjacent names via senti

Mentioned: Jun 16, 2026, 12:00 PM EDTConviction: 36 / 100
Source: China's 1.4nm Breakthrough Terrifies America and Taiwan
TSMopen

This Breakthrough Could Make Data Centers 1,000x Smaller physics experiment, something like LK99 and floating magnets or a setup resembling a because the surrounding wires are superconducting, almost no energy is lost along the way, which is the energy is not the single advantage. Another one is that these pulses are extremely short, roughly one picosecond in duration, a thousand times shorter than a nanosecond, which means quantum superposition involved, no entanglement, no exotic quantum algor

Mentioned: Jun 8, 2026, 4:11 PM EDTConviction: 60 / 100
Source: This Breakthrough Could Make Data Centers 1,000x Smaller
XLIGHTopen

...ser slams into the tin droplet with enormous energy and the tin instantly explodes And at some point, you start fighting probability itself. And that's how ASML became one of the the American xLight. Their idea is to build something called free electron laser or FEL from fast moving electrons. And if it works, it will not just challenge ASML. It could it fires a beam of electrons close to the speed of light through a long magnetic structure. factory that already costs you tens of billions of

Mentioned: May 29, 2026, 3:19 PM EDTConviction: 80 / 100
Source: The ASML Replacement Nobody Saw Coming
ASMLopen

The ASML Replacement Nobody Saw Coming Try @GensparkProduct right now: https://www.genspark.ai/?utm_source=yt&utm_campaign=AnastasiInTech Genspark is an All-in-one AI Workspace that reached $250M ARR in just 12 months. New users can try Genspark with free credits available upon signup. They’re also offering a “Get Started” bonus right now. You can test premium features like AI web app building and deep research for free, plus earn extra credits by completing simple tasks. #Genspark #WorkwithGens

Mentioned: May 29, 2026, 3:19 PM EDTConviction: 60 / 100
Source: The ASML Replacement Nobody Saw Coming
AMDopen

The source argues that TSMC’s newly discussed angstrom-era roadmap (A14/A13/A12) shows conventional node scaling is producing much smaller gains than historical 30–50% leaps, forcing the industry toward gate-all-around transistors, chiplets/“mega chips,” advanced packaging, and reticle-stitching approaches. It also claims TSMC is deliberately delaying adoption of ASML’s High-NA EUV due to cost and execution risk. The content is mostly strategic/technical and promotional, with limited hard financ

Mentioned: May 11, 2026, 12:30 PM EDTConviction: 38 / 100
Source: The Terrifying Reality Of New TSMC's Chips

About this channel

Channel bio, source link, and public-market context from YouTube.

Subscribers492K
Videos109
Win raten/a
Average returnn/a

If you represent a brand and want to collaborate, please reach out to yama@ycaagency.com For startups: pr@anastasiintech.com (subject: "startup"). For events and everything else: info@anastasiintech.com.

Unlock the full track record

Create an account to inspect the complete author history, trust-weighted rankings, and persisted research across authors, theses, and assets.

30 more thesis calls are available after sign-up.