Was forced to upgrade to Tahoe (new M5 laptop). Whoever greenlit the transparency design language is an idiot. Let's make things harder to read for a productivity machine, said no one.

Newswrap: TSMC Earnings, Nvidia I'm 'No Loser' CEO on Dwarkesh Podcast “You’re not talking to somebody who woke up a loser.” - Jensen Huang

Newswrap: TSMC Earnings, Nvidia I'm 'No Loser' CEO on Dwarkesh Podcast taekim.substack.com/p/newswrap-t...

The Best Way to Invest in Memory Chip Stocks The fundamentals surrounding the memory chip trade have only gotten better.

My latest: "The Best Way to Invest in Memory Chip Stocks" taekim.substack.com/p/the-best-w...

OpenAI holds a massive advantage over Anthropic going forward as larger compute capacity will allow it to generate significantly more revenue.

“Anthropic is operating on a meaningfully smaller curve .. our ramp is materially ahead and widening,” OpenAI wrote .. “scale is now a real differentiator"

My latest: OpenAI Highlights Massive Compute Advantage Over Anthropic to Investors taekim.substack.com/p/exclusive-...

Newswrap: Amazon CEO Defiant on AI, Dell CEO Sees Exponential Memory Demand Explosion

Read why Dell says memory makers are "scared little puppies" and why that's bullish taekim.substack.com/p/newswrap-a...

Don't Panic on OpenAI and Nvidia My biggest value add to readers over the last few years has been convincing people to trust the underlying fundamentals amid macro and Trump-driven volatility.

My latest: "Don't Panic on OpenAI and Nvidia" taekim.substack.com/p/dont-panic...

Nvidia Wins MLPerf AI Inference Benchmarks While Google Is a No-Show Again On Wednesday, MLCommons revealed the latest data for its industry-standard AI benchmark, MLPerf Inference v6.0. Nvidia once again dominated, setting new performance throughput records.

My latest: "Nvidia Wins MLPerf AI Inference Benchmarks While Google Is a No-Show Again" taekim.substack.com/p/nvidia-win...

DeepSeek Part Two: Why AI Skeptics Are Wrong. 10 Stocks That Will Win. The market feels eerily similar to last year's panic over Trump's tariffs and the misplaced worries about DeepSeek.

My latest: DeepSeek Part Two - Why AI Skeptics Are Wrong. 10 Stocks That Will Win taekim.substack.com/p/deepseek-p...

Arm Unveils New AI CPU and Highlights Massive Demand. Good News for Intel and AMD. Arm CEO confirms the megatrend of soaring demand for server CPUs driven by AI agents.

My latest: Arm Unveils New AI CPU and Highlights Massive Demand. Good News for Intel and AMD taekim.substack.com/p/arm-unveil...

Nvidia's Bill Dally and Google's Jeff Dean on the Future of AI and the Importance of Inference Dally declared: '90% of the power in data centers is going into inference'

My latest: Nvidia's Bill Dally and Google's Jeff Dean on GPUs vs. TPUs, Future of AI Agents, and Importance of Inference.

"90% of the power in data centers is going into inference" taekim.substack.com/p/nvidias-bi...

An Interview with Nvidia’s Ian Buck: Why AWS Is Buying a Million GPUs Amazon Web Services will purchase more than 1 million Nvidia GPUs by year end 2027.

My latest: An Interview with Nvidia’s Ian Buck - Why AWS Is Buying a Million GPUs taekim.substack.com/p/an-intervi...

Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Pri… Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Th…

Thanks for the shoutout Josh!

“Tae wrote basically the Bible of the Nvidia story .. he is the world’s foremost authority on Nvidia” - @Downtown podcasts.thecompoundnews.com/show/TCAF/nv...

Nvidia GTC Day Three: Groq Integration and Vera CPU Nvidia senior executive Ian Buck explains how the Groq chip and Vera CPU are game changers.

My latest: Nvidia GTC Day Three - Groq Integration and Vera CPU taekim.substack.com/p/nvidia-gtc...

Nvidia GTC Day Two: Jensen Q&A - 7 Key Takeaways Jensen Huang discussed AI disruption risk, stock buybacks and Taiwan.

My latest: Nvidia GTC Day Two Jensen Q&A - 7 Key Takeaways taekim.substack.com/p/nvidia-gtc...

Nvidia GTC Day One: Groq Will Be a Grand Slam Homerun From what I heard from Jensen Huang and founder Jonathan Ross, it looks like the Groq deal is going to deliver.

My latest: Nvidia GTC Day One - Groq Will Be a Grand Slam Homerun taekim.substack.com/p/nvidia-gtc...

Nintendo stock is up 15% in TWO DAYS after I was the first to call out the Pokopia thesis Monday morning ahead of Wall Street. Here's what I wrote:

BOOM. LFG! via @zhugeex.com

Nintendo was a Vinik-type play, a positive fundamental inflection point driven by Pokemon Pokopia mania that surprised even Nintendo itself.

Vinik: "look for the change in fundamentals (earnings). Sell when the fundamentals deteriorate, valuations get high or you have better ideas"

Nintendo stock up another 3.9% today, following yesterday's 5.9% gain. You can see exactly when my Nintendo post was published on the chart yesterday morning at 10:27AM.

Best-in-class fundamental analysis email newsletter and market-moving -> taekim.substack.com

Nintendo Stock Is a Buy on This New Upside Surprise Everything changed this weekend. Reports of Nintendo's demise are greatly exaggerated.

I was up all night writing this. Enjoy!

My latest: Nintendo Stock Is a Buy on This New Upside Surprise taekim.substack.com/p/nintendo-s...

What I wrote LAST WEEK on what Anthropic's exponential warp speed growth means for the industry, AI chips and Nvidia:

"I don’t think these figures were covered enough in the media." "if Dario is accurate, the potential upside is MUCH larger" $NVDA taekim.substack.com/p/citrini-se...

Tae’s Recommended Newsletters Best of the best.

Most of my internet media consumption has moved to email newsletters (yes, I may be a little biased here).

The signal-to-noise ratio of the best Substacks is unmatched compared to legacy media.

Here's my recommendation list: taekim.substack.com/p/taes-recom...

Nvidia's Earnings: 3 Surprising Reasons They Were Incredibly Bullish The market so far is not impressed, but it should be.

My latest: Nvidia's Earnings - 3 Surprising Reasons They Were Incredibly Bullish taekim.substack.com/p/nvidias-ea...

Citrini Selloff and Why OpenAI, Anthropic SHOULD Lose Money to Be Successful. The market puked on Citrini, plus thoughts on OpenAI's and Anthropic's business model.

My latest: Citrini Selloff and Why OpenAI, Anthropic SHOULD Lose Money to Be Successful. open.substack.com/pub/taekim/p...

WOW. Michael @michaeljburry just shared his thoughts on why Korean stocks trade at a discount and his adventures investing in Korea. This is the kind of incredible discourse you'll find exclusively in my Key Context Substack chat room. Subcribe here: taekim.substack.com

Did Google Chicken Out on the 'Gold Standard' AI Performance Benchmark Again? Three sources say Google has not submitted its latest AI TPU chip for MLPerf Inference v6.0.

"Key Context has learned that Google has not submitted its current-generation AI chip, TPU v7 Ironwood, for the latest MLPerf Inference v6.0 performance benchmark managed by MLCommons, according to three sources familiar with the matter." taekim.substack.com/p/did-google...

HOLY CRAP. A six-figure run rate ONE day after launch. Absolutely bonkers. I'm so grateful and overwhelmed. Thank you, everyone.

Subscribe here: taekim.substack.com

I Was Wrong Again on Memory Chip Stocks Here's how to play it

I be wrong again and again, so my subscribers can make money.

"I Was Wrong Again on Memory Chip Stocks
Here's how to play it" taekim.substack.com/p/i-was-wron...

About - Key Context by Tae Kim Insights from THE NVIDIA WAY book author Tae Kim. Click to read Key Context by Tae Kim, a Substack publication with thousands of subscribers.

I hate that photo. Can you use my new headshot going forward? lol. It's here: taekim.substack.com/about