Suiman's Insights
Suiman AimamMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 4 months ago | Last Issue | 9 days ago |
| Active | |||||
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suimanaimam.substack.comLatest Issues
Google's 960,000-GPU Order Is How It Reprices Rubin, Not Validates It
The consensus take this week was clean. Google Cloud commits to scaling Vera Rubin infrastructure to as many as 960,000 GPUs, NVDA closes at $221.97 on October 21, and the headline writes itself: demand is bottomless, buy the dip. I read fo...
NVIDIA's Safety Cutoff Clause Is an Unregulated Development Ban Priced as a Halo
The applause was for the wrong thing.
The decision NVIDIA (NVDA) took on October 14 that should worry you if you own the stock isn’t the UK pledge or the safety accord. Not the UK pledge. Not the safety accord. The part everyone clapped fo...
NVDA's $150B Buyback Evaporates First When Blackwell Capex Needs the Cash
$235 billion.
That’s what sits in NVIDIA’s (NVDA) remaining buyback authorization after the board added $150 billion on September 28, 2026. Reuters called it the largest repurchase authorization increase in history. The stock was tracking...
Amazon's Bedrock Disclosure Could Wipe 400bps Off Nvidia's Data Center Margins
Most investors holding Nvidia cannot name the event that breaks their thesis. That’s the problem. If Amazon publicly discloses before end of 2026 that Qualcomm-powered inference is serving more than 15 percent of its Bedrock workloads, Nvid...
Apple's $30B Broadcom Deal Hands Its Chip Secrets to Google's Supplier
Why is Apple paying $30 billion to a company that also arms its rivals?
On July 8, 2026, Apple (AAPL) said it plans to spend more than $30 billion under a multi-year chip supply deal with Broadcom (AVGO) running through 2031. Two days earl...
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Authors
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Diagnosing the markets through cold math and hard data, not Wall Street euphoria. While the masses chase momentum and index-fund illusions, we look at the structural rot underneath—leverage, systemic insolvency, and macro decay.
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