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Financial analysis newsletter on Substack covering semiconductors, AI, and technology stocks
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Interviews (3)
Tae Kim on NVIDIA earnings: 85% revenue growth, buyback catalyst, and why memory stocks are still cheap
20 May 2026
Tae Kim: NVIDIA's inference wave is just beginning — Groq acquisition, TSMC wafer wars, and the coming CPU shortage
30 Mar 2026
Tae Kim on Nvidia's culture, the TPU threat, and why Blackwell demand is 'bonkers'
2 Dec 2025