Kakashii's Materials
KakashiiAttorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 4 months ago | Last Issue | 14 days ago |
| Active | |||||
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kakashiii111.substack.comLatest Issues
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...
Compute Shortage, Overbooked Components: What’s Really Going On?
SOXX, the semiconductor index, closed on Friday, April 26, 2026 at 461. That is an increase of about 50% since the index bottomed on March 30, 2026. We are talking about a 50% move in less than a month.
We have not witnessed such an increa...
Jensen on Dwarkesh’s Podcast — My Takeaways
Jensen Huang’s interview on the Dwarkesh Podcast has received enormous attention across the AI industry, Silicon Valley, and Wall Street. Not just because it’s Jensen, and not just because Nvidia is the most valued company in the world and...
Today, my work over the years received another validation.
Today, my work over the years received another validation.
The DoJ, together with the FBI, announced charges against three executives of SuperMicro (SMCI) for Conspiracy to Violate the Export Control Reform Act.
Since at least early 2024,...
Dot-Com Flashback: Financing the Customer
At the height of the dot-com boom, American Metrocomm Corp., a Louisiana phone carrier burning cash, was already interviewing bankruptcy lawyers. “There was no rhyme or reason that anyone in their right mind would loan them any money,” reca...
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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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