Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | |||||
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kakashiii111.substack.comLatest Issues
THE MEMORY MACHINE
How the Chip Industry Learned to Starve Its Own Customers, Twice
In February 2024, Marc Garciaguirre bought a 16-gigabyte memory kit for a laptop upgrade on Amazon for about the price of a nice dinner. Eighteen months later, he was back on...
Let's Break Down Where NVIDIA's Datacenter Demand' Actually Comes From
And that's, folks, very concerning.
On May 20, 2026, Nvidia reported its results for fiscal Q1 2027, reporting an all-time high revenue for the datacenter segment of an astonishing over $75B, out of $81.61B in Nvidia’s total revenue, and Q...
Thoughts of the Week - June 28, 2026
OpenAI May Delay IPO, USG Restricts Advanced Models, Apple Increases Prices, SK Hynix Lists, Micron Earnings, and More.
Hey all,
The Perpetual Gambler: How Masayoshi Son Is Betting SoftBank’s Future on OpenAI
And why his own insiders are starting to worry he has done this before.
Masayoshi Son has committed more than $60 billion to OpenAI, pledged to lead a $500 billion AI infrastructure project called Stargate, and structured his financing wit...
Thoughts of the Week - June 22, 2026
FOMC, Amazon Looking to Sell its Chips, 'Jensen Jail' and more
First FOMC Meeting Under Newly Appointed Fed Chair Kevin Warsh
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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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