GJ
3K posts
Don't get cute. Focus on the strong underlying fundamentals of the AI trade and ride out any macro volatility
tae kim@firstadopter
My latest: DeepSeek Part Two - Why AI Skeptics Are Wrong. 10 Stocks That Will Win taekim.substack.com/p/deepseek-par…
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Credo shares are now up 50% in three weeks since I wrote my bullish newsletter.
tae kim@firstadopter
I'm bullish on Credo. AI server AECs are in the sweet spot right now
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GJ retweetledi
Six weeks ago I called Electronic Arts stock the "best opportunity" in videogames
tae kim@firstadopter
No one has a better track record in video game stocks than yours truly with Nintendo up 64% this year alone. In my latest column, I predict EA will double Wall Street estimates for Battlefield 6.
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OpenAI-Oracle $300B deal is mega-ambitious!
Phased rollout from '27, hinges on Open AI's own projection i.e. revenue surging from $12B now to $100B by '29.
Both currently burning cash (-ve FCF), interesting that the 3 hyperscalers didn't bite and OpenAI went with $ORCL
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Brace Yourself for a Selloff. Tech Stocks Are Poised for a September Slowdown. trib.al/Ktu7QZm
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@michaelsobrien They make you wait outside for your session to start before letting you in…
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The 4A semifinals are about to start up in Champaign. It's Benet vs. Evanston and Rich vs. Warren.
Crowd is slowly growing. Looked bleak a half hour ago, much better now. Rich and Warren folks aren't here yet.
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@joehoopsreport Was that PG arrested? Unfortunate incident after a great ball game.
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Closest Quincy has been in a long time. Benet’s double-digit late lead is now just 53-50 with 33 seconds to play.
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@firstadopter Will you be writing anything for Barron’s with your thoughts on $NVDA Q4 & outlook?
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It’s absolutely incredible how incompetent the coverage has been over the past month. Ridiculous.
tae kim@firstadopter
99% of DeepSeek articles past month have been completely wrong. DeepSeek reasoning in reality use 100Xs more compute vs. prior models, not less. It’s as if no reporters actually use AI models? If they did, they would see how they all search dozens of sites and reflect for minutes
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@saxena_puru Why did you delete your repost of Barron’s article by Tae Kim?
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@firstadopter Glad you’re out here separating the wheat from the chaff for us
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Dec FOMC takeaways:
“From here, it’s a new phase, and we’re going to be cautious about further cuts.”
Some officials incorporated conditional Trump policy changes into their inflation forecast, which probably helps explain how 2.2% Q4/Q4 2025 core PCE moved up to 2.5%
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Royce Invest on FirstService $FSV CN
Thesis: FirstService combines resilient recurring revenue with strong growth opportunities, positioning it as a leader in essential property services
(Extract from their article)
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This latest iOS update has screwed up all of my text chains with Android folks. Thanks @Apple this is a huge fail. #RCSMessaging
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GJ retweetledi
Holiday Season means giveaway!
Calling it the Michael Kim starter pack 😂
Will have a @Binary_Defense hat, dozen @Titleist golf balls/glove, and @DunningGolf shirt with my logos.
Everything that I actually use at a tournament.
Retweet or Like to enter
MUST be a follower
GIF
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