Nvidia Is Speedrunning the Creation of a Synthetic Hyperscaler
Nvidia is playing chess, not checkers.
Key Context by Tae Kim
Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
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Nvidia Scores $500 Billion in Financing for Its Customers. That's A Lot.
Six titans of finance will raise money from their clients to support Nvidia's customers.
AMD Earnings and SpaceX Call Takeaways
More evidence that the AI trade is booming.
Policy Change
I believe these disclosures will be useful to readers as a measure of conviction.
The Big Lesson from the Implosion of Leopold Aschenbrenner’s $20 Billion Situational Awareness Hedge Fund
Leo’s fund was up 439% at the end of June. Then it all fell apart.
My Fox Business Interview
I went on Fox Business today to talk chip stocks and the AI trade.
Google Is a Secular Short
The smartest investors in the world are piling into Google parent Alphabet's stock. They may be wrong.
China's Kimi K3 AI Model May Trigger a DeepSeek Moment. Expect a Lot of FUD.
I expect Kimi K3 to spur much discussion about the AI model race between the U.S. and China.
An Interview with ModRetro CEO Torin Herndon: Future of Gaming and Consumer Electronics
I’ve spent the past week with the ModRetro Chromatic, which plays Game Boy games. It rules.
Why the AI Trade Is Unstoppable
The latest 7 positive data points and why I believe the skeptics are misunderstanding reality.