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tae kim
68.9K posts
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tae kim
@firstadopter
"Key Context" Substack covering Nvidia/AI. Reached #1 new bestseller in first 24 hrs Subscribe taekim.substack.com "Be so good they can't ignore you"
taekim.substack.com
Joined October 2008
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    tae kim
    @firstadopter
    May 17
    My Substack's stock ideas since inception have been like Shohei Ohtani going 13-for-14 with 3 grand slam homeruns. It won't last, but it's been fun so far! Ken Griffin says the best stock pickers are right just 54% of the time. $NVDA
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    84K
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    tae kim
    @firstadopter
    Aug 13, 2025
    Houston, we have a problem
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    8.3M
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    tae kim
    @firstadopter
    Apr 10, 2025
    Losing the "reserve currency" status for nothing would be one of the dumbest moves in history
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    452K
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    tae kim
    @firstadopter
    Sep 5, 2025
    Tim Cook says "thank you" eight times in less than two minutes. Incredible
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    Rapid Response 47
    The White House
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    Rapid Response 47
    The White House
    6.6M
  • user avatar
    tae kim
    @firstadopter
    Nov 9, 2022
    This reads like a parody, but it’s on the Sequoia website. What a joke sequoiacap.com/article/sam-ba…
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    tae kim
    @firstadopter
    Apr 21, 2024
    If Microsoft were smart, they would have pivoted and assigned Obsidian to make the next Fallout game ... yesterday.
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    KAMI
    @Okami13_
    Apr 21, 2024
    Fallout 4 has reached over 160,000 concurrent players on Steam. It's currently the second highest playercount for a premium game behind Helldivers 2. Fallout 4 was also the #1 selling game in Europe last week. #Fallout #FalloutOnPrime
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    459K
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    tae kim
    @firstadopter
    Mar 19, 2018
    Must see TV for the gaming community. Tyler @Ninja Blevins will be live on @CNBC at 11:30am, talking @FortniteGame @Drake
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    tae kim
    @firstadopter
    May 21, 2023
    XboxEra gave Redfall an “awesome” rating
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    01:39
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    Oliver Darko
    @oliver_drk
    May 21, 2023
    XboxEra co-founder Nick Baket says he's convinced that no gaming outlets want to give Starfield high scores. He argues other sites have already decided to give Starfield 7.0-8.5 reviews in order to generate traffic and drag the Xbox brand down.
    689K
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    tae kim
    @firstadopter
    Dec 20, 2022
    Tesla has lost $529 billion in stock market value over the last three months. Incredible
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    549K
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    tae kim
    @firstadopter
    Dec 25, 2024
    Jensen Huang is an immigrant, as are Lisa Su, Andy Grove, and Sergey Brin. Steve Jobs and Jeff Bezos are second-generation immigrants. American technological innovation is the envy of the world, thanks to immigrants.
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    Sheel Mohnot
    @pitdesi
    Jul 5, 2024
    My favorite speech about America was Reagan's last speech as president. He talks about what makes America great - immigrants. I tear up watching it, especially the last bit. highly recommend spending 4 mins to watch 🇺🇸🇺🇸🇺🇸🇺🇸
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    460K
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    tae kim
    @firstadopter
    Apr 10, 2022
    Hey PS5, meet your new friend
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    tae kim
    @firstadopter
    Oct 20, 2023
    Publishers should let developers cook. Don’t rush them like Redfall and they can make polished stuff like this:
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    Much
    @Much118x
    Oct 20, 2023
    #SpiderMan2PS5
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    285K
  • user avatar
    tae kim
    @firstadopter
    Apr 21, 2025
    Trump could make this all stop with one tweet. Congress could make this all stop with one vote by taking back its constitutional authority over tariffs. And yet...
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    53K
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    tae kim
    @firstadopter
    Aug 13, 2025
    Replying to @gkamstra
    Don't worry. I'm sure the government data is going to say things are swell for next few quarters. No worries, no cry
    183K

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