Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 4 months ago | Last Issue | 9 days ago |
| Active | |||||
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kakashiii111.substack.comLatest Issues
The Singapore Billing Location: How Nvidia Masked Its True China Footprint
Nvidia changed to HQ reporting in Q3 2025, collapsing Singapore revenue and exposing some interesting data.
On Wednesday, May 20, 2026, Nvidia released a new 10-Q for the first quarter of the fiscal year. The filing brings us fresh data to...
Thoughts of the Week — May 29, 2026
The Compute Components Super Saiyan Cycle, SpaceX IPO, Anthropic's Series H and more.
The Compute Components Super Saiyan Cycle
The Dynamics of Inventories, Demand, Friendships, and Risk
How Jensen keeps Nvidia's Balance Sheet clean, quarter after quarter. The inventory chapter.
Last week, Nvidia released its earnings report for Q1 2026 [or Q1 of Fiscal Year 2027 for Nvidia]. And yet again, in a fourteenth straight strike...
Why this publication exists, and what comes next
Hello Everyone,
I want to start by thanking all of you who follow, subscribe, read, and benefit from my materials, both on Substack and on X. It is genuinely appreciated. I would like to let you know that from today, my materials will be...
Dot-Com Flashback: Capacity Swaps
This is the second article in the “Dot-Com Flashback” series. The first article, Financing the Customer, I covered how dot-com era companies used vendor financing to manufacture demand that didn’t exist, lending money to customers who then...
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Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
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