Key Context by Tae Kim
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Newswrap: CPU Demand Is Surging as AI Agents Ramp. Great News for Intel, AMD.
CPUs are the next big AI winner. I'm not joking.
Mar 12
•
Tae Kim
19
2
Nintendo Stock Is a Buy on This New Upside Surprise
Everything changed this weekend. Reports of Nintendo's demise are greatly exaggerated.
Mar 9
•
Tae Kim
23
2
Nvidia’s Unique Culture
Kevin Whitaker's key insights and takeaways from THE NVIDIA WAY.
Mar 6
•
Tae Kim
11
1
Newswrap: Nvidia CEO, Broadcom CEO, Best Tech Investor's Current Ideas
AI demand for chips is accelerating, according to Jensen and Hock.
Mar 5
•
Tae Kim
29
4
Credo CEO Interview: The Most Important Thing From Earnings
Last time I was bullish on Credo, the stock doubled in four months. I'm bullish again.
Mar 3
•
Tae Kim
44
8
February 2026
Nvidia to Unveil Game-Changing New AI Chip at GTC: WSJ
Nvidia moves at the 'Speed of Light' again
Feb 28
•
Tae Kim
26
1
Stan Druckenmiller’s Current Trade Ideas RIGHT NOW
When billionaire Stanley Druckenmiller speaks, you should listen.
Feb 27
•
Tae Kim
16
4
Nvidia's Earnings: 3 Surprising Reasons They Were Incredibly Bullish
The market so far is not impressed, but it should be.
Feb 26
•
Tae Kim
40
3
Citrini Selloff and Why OpenAI, Anthropic SHOULD Lose Money to Be Successful.
The market puked on Citrini, plus thoughts on OpenAI's and Anthropic's business model.
Feb 24
•
Tae Kim
34
2
Michael Burry’s Thoughts on Investing in Korea and Samsung Electronics
Investing adventures in Asia.
Feb 20
•
Tae Kim
28
2
Did Google Chicken Out on the 'Gold Standard' AI Performance Benchmark Again?
Three sources say Google has not submitted its latest AI TPU chip for MLPerf Inference v6.0.
Feb 20
•
Tae Kim
25
4
I Was Wrong Again on Memory Chip Stocks
Here's how to play it
Feb 19
•
Tae Kim
75
4
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