Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me
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SpaceX reported their Q2 earning report on August 4th, 2026, and as I had already worked on an article on SpaceX, I saw it as opportunity to extend my intial writing to include the new updated data that we got from that report, both from earning call and the earning report (together with any other public data out there).
Inside Nvidia's circular AI economy: cloud credits, GPU investments, and equity stakes across startups, neoclouds, and hyperscalers explained.
A due diligence read through Nebius' SEC filings, on growth, datacenters, cash quality, dependence on Nvidia as supplier, and Microsoft and Meta as customers.
How the Chip Industry Learned to Starve Its Own Customers, Twice
And that's, folks, very concerning.
OpenAI May Delay IPO, USG Restricts Advanced Models, Apple Increases Prices, SK Hynix Lists, Micron Earnings, and More.
And why his own insiders are starting to worry he has done this before.
FOMC, Amazon Looking to Sell its Chips, 'Jensen Jail' and more
A look at how OpenAI's promises become RPO for Microsoft, revenue for Nvidia, and backlog for five neoclouds, all from the same source.
Tech giants face a brutal capex reckoning. Inside OpenAI's token panic, Oracle's leverage, SMCI's offering, SpaceX IPO, and Jensen's secret safety valve.
