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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
tae kim
68.9K posts
tae kim
@firstadopter
"Key Context" Substack covering Nvidia/AI. Reached #1 new bestseller in first 24 hrs
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"Be so good they can't ignore you"
Joined October 2008
- Losing the "reserve currency" status for nothing would be one of the dumbest moves in history
- Tim Cook says "thank you" eight times in less than two minutes. Incredible
- This reads like a parody, but it’s on the Sequoia website. What a joke sequoiacap.com/article/sam-ba…
- If Microsoft were smart, they would have pivoted and assigned Obsidian to make the next Fallout game ... yesterday.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
- Must see TV for the gaming community. Tyler @Ninja Blevins will be live on @CNBC at 11:30am, talking @FortniteGame @Drake
- XboxEra gave Redfall an “awesome” rating
01:39XboxEra 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. - Tesla has lost $529 billion in stock market value over the last three months. Incredible
- 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.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 🇺🇸🇺🇸🇺🇸🇺🇸
00:00 - Publishers should let developers cook. Don’t rush them like Redfall and they can make polished stuff like this:
- 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...
- Replying to @gkamstraDon't worry. I'm sure the government data is going to say things are swell for next few quarters. No worries, no cry
