Suiman's Insights
Suiman AimamMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 4 months ago | Last Issue | 10 days ago |
| Active | |||||
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suimanaimam.substack.comLatest Issues
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...
Amazon Quietly Repriced Its Entire Cloud AI Stack Last Thursday and Nobody in Finance Is Talking About It
“You missed it, Suiman. AWS repriced the whole thing last Saturday and you didn’t say a word.”
That’s what a portfolio manager at a mid-sized Boston fund said to me on the phone Monday morning, coffee still cooling on my desk. He wasn’t...
Everyone Thinks They Know What a Stock Split Does to NVIDIA. Almost Nobody Does.
Zero. That’s the dollar amount of fundamental value NVIDIA’s (NVDA) 10-for-1 stock split created on June 10, 2024. Not approximately zero. Exactly zero.
I see the same mistakes over and over. They’re worth naming precisely.
I’ll confess s...
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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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