Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 7 months ago | Last Issue | 7 days ago |
| Active | |||||
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kakashiii111.substack.comLatest Issues
A read into Nebius' Q2 Earning Report
"First asset-backed debt" and dilution for more GPUs, Vineland, eBay-auctioned-like for compute and the Importance of Nebius for Nvidia.
Nebius was my first coverage when I started the “The Neoclouds Series”, where I plan to cover the majo...
The Neoclouds Series, Part 2: CoreWeave
The most important independent SPV's of Nvidia.
Introduction
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
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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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