TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

farajali

T3 · host / generalist

40-year semiconductor veteran; founded two public semiconductor companies (DSL and 10G data center chips); now building AI for chip design (ACI) to collapse design cycles using proprietary dataset and physicist-designer pairing.

1 call·1 name·100% bull·last heard 11 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$COGNI-CHIPCogni Chipposition

Cogni Chip CEO: AI for semiconductor design (ACI) collapses 5-year chip cycles using proprietary dataset

Cogni Chip builds artificial chip intelligence (ACI) trained on largest semiconductor dataset, pairing physicists/mathematicians with veteran chip designers to automate 90% of design grunt work, collapsing time-to-tapeout and reducing cost, making chip startups investable again.

TBPN2026-09episode →

most discussed · click a bar to filter

  • $COGNI-CHIP
1 total
$COGNI-CHIP
Cogni Chip
HIGHfarajali·TBPN·11 days ago·Pacing the Frontier, Perfect Little Angels, Nico Wittenborn IRL, Home Depot with Acquired· position
Cogni Chip CEO: AI for semiconductor design (ACI) collapses 5-year chip cycles using proprietary dataset
Cogni Chip builds artificial chip intelligence (ACI) trained on largest semiconductor dataset, pairing physicists/mathematicians with veteran chip designers to automate 90% of design grunt work, collapsing time-to-tapeout and reducing cost, making chip startups investable again.
"we call it ACI, artificial chip intelligence and giving that focus and that particular um sliver of the world knowledge uh required really to bring together um you know scientists…"
155:52
no insights match this filter