# Kakashii's Materials

Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me

Page: <https://rssamplifier.com/kakashiii111-substack-com>  
Feed: <https://rssamplifier.com/kakashiii111-substack-com.md>

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## [SpaceX: "AI" Revenue, CIP, Nvidia GPUs, Datacenters, and the Imaginary GWs](https://kakashiii111.substack.com/p/spacex-ai-revenue-cip-nvidia-gpus)

_2026-08-06 · Kakashii_

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).

## [SSI x Nvidia: The Recent Deal in Nvidia's Cloud Credits/GPU Economy](https://kakashiii111.substack.com/p/ssi-x-nvidia-the-recent-deal-in-nvidias)

_2026-07-27 · Kakashii_

Inside Nvidia's circular AI economy: cloud credits, GPU investments, and equity stakes across startups, neoclouds, and hyperscalers explained.

## [The Neoclouds Series, Part 1: Nebius](https://kakashiii111.substack.com/p/the-neoclouds-series-part-1-nebius)

_2026-07-24 · Kakashii_

A due diligence read through Nebius' SEC filings, on growth, datacenters, cash quality, dependence on Nvidia as supplier, and Microsoft and Meta as customers.

## [THE MEMORY MACHINE](https://kakashiii111.substack.com/p/the-memory-machine)

_2026-07-14 · Kakashii_

How the Chip Industry Learned to Starve Its Own Customers, Twice

## [Let's Break Down Where NVIDIA's Datacenter Demand' Actually Comes From](https://kakashiii111.substack.com/p/lets-break-down-where-nvidias-datacenter)

_2026-07-05 · Kakashii_

And that's, folks, very concerning.

## [Thoughts of the Week - June 28, 2026](https://kakashiii111.substack.com/p/thoughts-of-the-week-june-28-2026)

_2026-06-28 · Kakashii_

OpenAI May Delay IPO, USG Restricts Advanced Models, Apple Increases Prices, SK Hynix Lists, Micron Earnings, and More.

## [The Perpetual Gambler: How Masayoshi Son Is Betting SoftBank’s Future on OpenAI](https://kakashiii111.substack.com/p/the-perpetual-gambler-how-masayoshi)

_2026-06-23 · Kakashii_

And why his own insiders are starting to worry he has done this before.

## [Thoughts of the Week - June 22, 2026](https://kakashiii111.substack.com/p/thoughts-of-the-week-june-22-2026)

_2026-06-22 · Kakashii_

FOMC, Amazon Looking to Sell its Chips, 'Jensen Jail' and more

## [The Great RPO Illusion: Microsoft, OpenAI, Nvidia, and the Neoclouds](https://kakashiii111.substack.com/p/the-great-rpo-illusion-microsoft)

_2026-06-17 · Kakashii_

A look at how OpenAI's promises become RPO for Microsoft, revenue for Nvidia, and backlog for five neoclouds, all from the same source.

## [Privacy-first AI-native browser (Sponsored)](https://crawlproof.com/a/wwHISJZeNEWF)

_2026-06-17 · **Sponsored**_

No telemetry or ads — built on Ungoogled Chromium with a built-in AI sidebar and CLI.

## [Thoughts of the Week - June 14, 2026](https://kakashiii111.substack.com/p/thoughts-of-the-week-june-14-2026)

_2026-06-14 · Kakashii_

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.