Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 39 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | |||||
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kakashiii111.substack.comLatest Issues
SpaceX: "AI" Revenue, CIP, Nvidia GPUs, Datacenters, and the Imaginary GWs
SpaceX reported their Q2 earning report on August 4th, 2026, and as I had already worked on an article on SpaceX, I saw it as opportunity to extend my intial writing to include the new updated data that we got from that report, both from ea...
SSI x Nvidia: The Recent Deal in Nvidia's Cloud Credits/GPU Economy
Inside Nvidia's circular AI economy: cloud credits, GPU investments, and equity stakes across startups, neoclouds, and hyperscalers explained.
Today SSI and Nvidia announced a long-term partnership in which SSI will get access to Nvidia’s...
The Neoclouds Series, Part 1: Nebius
A due diligence read through Nebius' SEC filings, on growth, datacenters, cash quality, dependence on Nvidia as supplier, and Microsoft and Meta as customers.
Introduction to the Neocloud Series
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...
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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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