Tae’s New Substack Launches TODAY
I’m now fully independent.
Big news. I’m now fully independent.
First, I’ve started work on my next book. I’m not revealing the topic yet, but I’m incredibly excited about it.
Second, my new Substack “Key Context by Tae Kim” launches TODAY at taekim.substack.com. It will cover Nvidia, AI, and tech with my trademark tell-it-like-it-is sharp analysis and commentary. I’ll also be at Nvidia’s GTC conference next month delivering exclusive, on-the-ground reporting.
For a limited time, there is a GRAND OPENING DEAL: 60% cheaper than monthly for the first 2,000 subscribers of the annual plan. After the 2,000 slots are filled, the price will double. Subscribe here:
About Tae
I’m Tae Kim, author of THE NVIDIA WAY (Amazon link) and one of the most trusted voices covering Nvidia, AI, and semiconductors.
Prior Background: Barron’s senior writer, Bloomberg Opinion U.S. tech columnist, CNBC. Before journalism, I worked as an investment analyst at a multibillion-dollar technology hedge fund and in management consulting. I graduated from Brown University with a degree in history.
As a lifelong technology nerd who has been building gaming PCs for three decades, I bring a unique combination of domain expertise spanning business, technology, finance, and media.
I also have significant influence and reach. Many top tech CEOs, venture capitalists, and the most successful hedge fund managers read my work. My X account now regularly exceeds one million views per day, a larger audience than most shows and articles from traditional financial media.
Follow me on X: @firstadopter. Email: taeauthor@gmail dot com.
Why Subscribe?
I believe no one in media has generated more alpha for readers over the past decade through original, fact- and evidence-based research.
The current AI infrastructure buildout and computing shift is the biggest investment theme of our lifetime. I write to help readers understand it and profit from it.
On Dec. 1, 2023, I wrote a cover story naming Nvidia, Vertiv, and Super Micro as the three best AI hardware stock ideas. Nvidia stock has more than quadrupled since then. Vertiv shares have more than quintupled. Super Micro nearly tripled in months before I told readers to take profits. I have published these best annual stock ideas lists for six different years. Every single list has soundly crushed the stock market.
What you’ll get as a paid subscriber:
Multiple (1-3 on average) posts every week with exclusive news, best-in-class analysis, and thought-provoking insightful commentary on Nvidia, AI, tech, and chips.
5–10 bull/bear calls per year, earnings breakdowns, and industry deep dives informed by decades of experience covering semiconductors and technology investing.
Interviews with CEOs and the smartest movers and shakers in technology.
A subscriber-only real-time chat community on Substack with Tae and sharp buyside investors.
GRAND OPENING DEAL: 60% cheaper than monthly for first 2,000 subscribers of the annual plan. After that, the price will double.
I’m not afraid to tell it like it is. If a company is doing well, I say so. I was one of the earliest bulls on AMD’s rise, correctly predicting the market share gains for its Rome server processor before the stock went up more then tenfold.
If there’s rising risk, I say that too. In 2022, I warned investors about Nvidia’s weak fundamentals ahead of a 50% stock drop, citing rising inventories and Ethereum’s migration to proof-of-stake (Ben Thompson of Stratechery gave me props). I made a Meredith Whitney–style call for Intel to cut its dividend on deteriorating fundamentals ahead of a 50% stock price drop. They eventually did.
I aggressively called out the problems behind space tourism SPAC Virgin Galactic’s rosy projections, given its 16-year track record of failure in launching a commercial service. Its shares fell 99%.
I know everyone is incredibly busy, swamped by all the noise out there. My goal is to save you time and distill all the essential takeaways from news events, earnings calls, and interviews so you can make better-informed financial decisions.
Modern media is incentivized to generate attention. The result is misleading clickbait headlines and manufactured narratives created in bad faith to trigger emotional fear and greed rather than to shed honest light and provide quality insights.
One principle will guide this newsletter: the mission is the boss. It is the primary maxim I learned from writing my book THE NVIDIA WAY. Every decision will be made to serve you, the reader. I will provide fair and accurate context grounded in actual nuanced reality and facts.
That means I will not propagate the fearmongering sensationalism so prevalent in media. Take the hysteria around DeepSeek last year. Many journalists are not technical and had little understanding of the technology but piled on anyway. I was one of the very few writers standing up and pushing back against the false narrative that DeepSeek would lead to an AI computing glut, a narrative that sparked a trillion-dollar market selloff. I was proven right on DeepSeek. The fears were exaggerated and stocks recovered.
I’ve built deep relationships across the AI, semiconductor and tech ecosystem. I’ve interviewed movers and shakers including Nvidia CEO Jensen Huang, AMD CEO Lisa Su, Dell CEO Michael Dell, Bill Gurley, Former Intel CEO Pat Gelsinger, Vertiv CEO Giordano Albertazzi, Arm CEO Rene Haas, Super Micro CEO Charles Liang, CoreWeave CEO Michael Intrator, Synopsys CEO Sassine Ghazi, Applied Materials CEO Gary Dickerson, DeepMind cofounder Mustafa Suleyman, Yann LeCun and many more.
I will pay out of my own pocket to travel to important events like Nvidia’s GTC AI conference next month to provide exclusive, on-the-ground reporting.
What Tae’s Readers Are Saying
“I’m learning a lot from your recent work -- thank you!” - founder of the largest and most successful venture capital firm in the world.
“Dear Tae Kim, I spent 45 years in the semiconductor industry and I always read your newsletters with interest as you seem to be the only corporate media tech journalist who actually knows what he is talking about.”
“I read your original article on AI stocks, liked it ... I have since realized a profit of more than $56,500 in just two months!! I want to thank you very much for your excellent analysis.”
“Thanks to you I bought the [AMD] stock in early 2019 at a price of $24.10.” - Email on Nov. 4, 2025. AMD shares have risen 10 times.
“Please know I think the world of your journalism. .. Keep up the great work. It is nice to have a voice of reason and competence in a sea of misinformation and noise!”
“Tae - so glad you were back firmly in seat for the DeepSeek moment! Your rare, well-researched and ‘not afraid to take a perspective’ type insights are most welcomed!”
“I’ve been a Barron’s subscriber for many years. Tae is one of the best writers they have ever employed. ”
“Congratulations on being the best at what you do - doing the due diligence/research, understanding the tech & secular trends and its real world applications while facing down doubt from many traditional analysts.”
“Tae was the first to see the bigger story of Super Micro and Vertiv, which I read in Barron’s ... His analysis of tech goes much deeper than other tech commentators.” — Matthew Schwartz
“I run portfolios for a midsized RIA on the westcoast & since I started reading your work a few years back, my returns and my confidence in certain trades have skyrocketed ... Our clients have directly benefited from your writing, and there are thousands of people out there who are better off financially because of you.”
“Your article prompted us to do deeper research on Smartsheet and Datadog, both stocks that have done very well for our clients. All of this to say, I just want to say that I am grateful for your writing as it has benefited me tremendously to be a reader. It has been both insightful and profitable.”
“Take a bow: Super Micro has doubled in about 7 weeks; Nvidia about 35%. I never would have purchased these stocks without having read your article. It’s having a profound impact on my family. What more can I say except ‘well done’ .. my little 8 month old granddaughter is getting a surprise 529 gift this weekend”
“I always follow your lead on investing. I read Barron’s when you were writing back then and made a lot of $$ because of your insights. And bought Nvidia many years ago. Thank you sir.”
“I also own NVDA stock — substantial profits from which go to my child & animal rescue charities. So hope you keep up the great work!!”
“Mr Kim, My investment, prompted by your article, has more than doubled. I believe I owe you a beer (or 2)”
“I’m up 246% since 10/20. I’ll have to buy you dinner if our paths ever cross in the future. Keep up the great work!”
“Finally got convinced to buy NVDA also. That’s crushing it! Thank you, Tae, for sharing your most valuable insight. You be smart so I can be lucky.”
Tae’s Book on Nvidia
“Tae wrote THE NVIDIA WAY and it is excellent.” — Michael Burry, whose prescient bet against subprime mortgages was depicted in the film The Big Short
“The definitive look at the most remarkable business story of this era.” — Morgan Housel, New York Times best-selling author of The Psychology of Money and Same As Ever
“Everyone should go buy it .. I’m glad someone wrote it about Nvidia and I’m glad it was you.”― Ben Thompson, Stratechery
THE NVIDIA WAY is “an essential read for understanding the rise of artificial intelligence”— Chris Miller, New York Times best-selling author of Chip War: The Fight for the World’s Most Critical Technology
THE NVIDIA WAY is the first definitive history of the chipmaker. I took the obligation of being the “first draft” of history seriously, painstakingly corroborating multiple sources for every key event to produce the most accurate historical account possible. Early senior Nvidia employees I didn’t even speak with for the book have since confirmed that I got the story right.
For additional praise of THE NVIDIA WAY from the smartest, best-informed semiconductor and technology business experts, go here.
Order THE NVIDIA WAY (Amazon link)
