Arizona

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · said 3 times in 3 episodes since 2026 · across every show →

Mentions by year

brought up most by Neil Zeghidour (1), Matthew Prince (1), Dylan Patel (1)

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Everything said about Arizona, oldest first

Feb 5, 2026 positive
Assertion Supported
Patel: TSMC is actively manufacturing chips in Arizona for Nvidia, Apple, and AMD
“TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?”
Dylan Patel Feb 5, 2026 ▶ 43:15 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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