iiinova — where your digital self keeps evolving

Tae Kim @firstadopter.bsky.social · 05/05/2026

My latest: AMD Stock Soars 15% After Q1 Earnings. CEO Doubles CPU Outlook on Agentic AI $AMD taekim.substack.com/p/amd-stock-...

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Tae Kim @firstadopter.bsky.social · 05/05/2026

My latest: Jensen Huang - Your Ambition Is ‘Not High Enough’ $NVDA taekim.substack.com/p/jensen-hua...

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Tae Kim @firstadopter.bsky.social · 25/04/2026

The semiconductor stock index is up 39% month-to-date $SOXX $SMH $NVDA $MU

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Tae Kim @firstadopter.bsky.social · 23/04/2026

OpenAI Unveils GPT-5.5. Company Says Expect a Faster Model Release Pace 👀 OpenAI: "We see pretty significant improvements in the short term, extremely significant improvements in the medium term" "I would say the last few years have been surprisingly slow.”" taekim.substack.com/p/openai-unv...

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Tae Kim @firstadopter.bsky.social · 09/04/2026

My latest: OpenAI Highlights Massive Compute Advantage Over Anthropic to Investors taekim.substack.com/p/exclusive-...

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Tae Kim @firstadopter.bsky.social · 09/04/2026

Newswrap: Amazon CEO Defiant on AI, Dell CEO Sees Exponential Memory Demand Explosion Read why Dell says memory makers are "scared little puppies" and why that's bullish taekim.substack.com/p/newswrap-a...

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Tae Kim @firstadopter.bsky.social · 11/03/2026

Nintendo stock is up 15% in TWO DAYS after I was the first to call out the Pokopia thesis Monday morning ahead of Wall Street. Here's what I wrote:

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Tae Kim @firstadopter.bsky.social · 10/03/2026

Nintendo stock up another 3.9% today, following yesterday's 5.9% gain. You can see exactly when my Nintendo post was published on the chart yesterday morning at 10:27AM. Best-in-class fundamental analysis email newsletter and market-moving -> taekim.substack.com

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Tae Kim @firstadopter.bsky.social · 04/03/2026

What I wrote LAST WEEK on what Anthropic's exponential warp speed growth means for the industry, AI chips and Nvidia: "I don’t think these figures were covered enough in the media." "if Dario is accurate, the potential upside is MUCH larger" $NVDA taekim.substack.com/p/citrini-se...

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Tae Kim @firstadopter.bsky.social · 20/02/2026

WOW. Michael @michaeljburry just shared his thoughts on why Korean stocks trade at a discount and his adventures investing in Korea. This is the kind of incredible discourse you'll find exclusively in my Key Context Substack chat room. Subcribe here: taekim.substack.com

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Tae Kim @firstadopter.bsky.social · 19/02/2026

HOLY CRAP. A six-figure run rate ONE day after launch. Absolutely bonkers. I'm so grateful and overwhelmed. Thank you, everyone. Subscribe here: taekim.substack.com

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Tae Kim @firstadopter.bsky.social · 18/02/2026

LFG! #1 new bestseller on Substack. #1 rising bestseller in Finance.

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Tae Kim @firstadopter.bsky.social · 17/02/2026

Big news. I’m now FULLY independent. My new Substack “Key Context by Tae Kim” LAUNCHES TODAY at taekim.substack.com. It will cover Nvidia, AI and tech. For a limited time, there is a GRAND OPENING DEAL: 60% off for the first 2,000 subscribers. Subscribe here: taekim.substack.com

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Tae Kim @firstadopter.bsky.social · 11/02/2026

Recommending Vertiv in a December 2023 cover story remains one of my all-time great calls. The stock has more than quintupled since then. "4Q25 Orders came in at about $8.4bn, +252% y/y and +117% q/q vs. expectations closer to ~$4bn." h/t @Shanu Mathew

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Tae Kim @firstadopter.bsky.social · 10/02/2026

The definitive list of the best newsletters on the internet. Congrats to all who made it.

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Tae Kim @firstadopter.bsky.social · 04/02/2026

Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish?

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Tae Kim @firstadopter.bsky.social · 02/02/2026

Kevin Warsh on the importance of stable prices: "Somehow, after the great inflation that served many of us well [wealthly owners of financial assets] and did great harm to our fellow citizens, barely a peep" from politicians.

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Tae Kim @firstadopter.bsky.social · 31/01/2026

NVIDIA CEO Jensen Huang: "The entire supply chain is challenging this year because demand is so much more. The supply has been growing 100% every year, but supply's demand is going faster than that. And so, we're gonna have a very good year." $NVDA

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Tae Kim @firstadopter.bsky.social · 21/01/2026

Wow. China is dumping insanely cheap bubble tea and flooding the U.S. with delicious, affordable ice cream now. The key stronghold Time Square has fallen. Our trade defenses are crumbling!

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Tae Kim @firstadopter.bsky.social · 20/01/2026

Christopher Hohn had a good year. www.barrons.com/articles/chr...

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Tae Kim @firstadopter.bsky.social · 20/01/2026

Former CEO of Amazon Worldwide Consumer just vibecoded a custom CRM for his company over the weekend. Well, alrighty then.

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Tae Kim @firstadopter.bsky.social · 08/12/2025

Former Google CEO Eric Schmidt on why AI is "not a bubble. If anything it is underhyped"

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Tae Kim @firstadopter.bsky.social · 07/12/2025

Oh no. It has gotten so bad that even Paul Krugman is opining on GPUs and TPUs. No Paul, the G in GPUs isn't for general.

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Tae Kim @firstadopter.bsky.social · 05/12/2025

Thanks to everyone who came to my book talk and signing at @koreasociety yesterday. I had a great time meeting you all. Video coming soon!

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Tae Kim @firstadopter.bsky.social · 05/12/2025

Nvidia AI server maker Foxconn's monthly revenue growth accelerates. Foxconn cites AI server momentum. I've been pounding the table on the Nvidia NVL72 AI server supercycle. "AI server rack shipments continue to ramp up .. The visibility for the fourth quarter is better than last month"

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Tae Kim @firstadopter.bsky.social · 05/12/2025

"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

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Tae Kim @firstadopter.bsky.social · 04/12/2025

Michael Burry just said my book THE NVIDIA WAY is "excellent"

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Tae Kim @firstadopter.bsky.social · 04/12/2025

"The problem is this. We're at the beginning of this technology buildout. I'm improving the performance by a factor of 10 times each year, but demand is going up by a factor of 10,000, a million times each year. AI is getting more compute intensive, adoption is going way up." - Jensen Huang

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Tae Kim @firstadopter.bsky.social · 04/12/2025

"The best of days are ahead of us. I don't have to work." "This is the one decade I will not miss" "I don't want to miss that. This is the best of times." - Jensen Huang at CSIS

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Tae Kim @firstadopter.bsky.social · 20/11/2025

This rules. You go Sling. Great for watching football games on Sunday.

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Tae Kim @firstadopter.bsky.social · 17/11/2025

Now that it’s obvious Call of Duty Black Ops 7 is a complete and utter disaster doing untold damage to the franchise, we can stand in awe of how Bobby Kotick perfectly timed the sale of Activision Blizzard right when the COD commercially peaked.

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Tae Kim @firstadopter.bsky.social · 09/11/2025

Destroying the U.S. economy, threatening family livelihoods, and endangering American lives. Washington D.C. do your job.

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Tae Kim @firstadopter.bsky.social · 05/11/2025

The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)

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Tae Kim @firstadopter.bsky.social · 05/11/2025

Cost of living, affordability, and the economy are the main issues. Both parties are flawed. Real Solutions: Increase housing and electricity supply through deregulation (build more). Lower government budget deficits and reduce money printing (QE) to combat inflation.

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Tae Kim @firstadopter.bsky.social · 04/11/2025

Greatest game software tie ratio of all time? INSANE Mario Kart World sells 9.6 million units Switch 2 console sells 10.4 million units

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Tae Kim @firstadopter.bsky.social · 31/10/2025

Jon Bon Jovi www.ft.com/content/25f2...

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Tae Kim @firstadopter.bsky.social · 27/10/2025

42 million Americans may go hungry as soon as this weekend. Donate to your local food bank and tell Congress to do their jobs and end the government shutdown.

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Tae Kim @firstadopter.bsky.social · 26/10/2025

THE NVIDIA WAY is shortlisted for SABEW's 2025 Best in Business Book Awards. I treated the "first draft of history" accuracy obligation seriously, corroborating major events with multiple sources and uncovering never-before-known facts. Buy here: www.amazon.com/Nvidia-Way-J...

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Tae Kim @firstadopter.bsky.social · 26/10/2025

Why AI is Underhyped and Isn't a Bubble Yet

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Tae Kim @firstadopter.bsky.social · 26/10/2025

This is a really cool game on sale right now. I recommend it.

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Tae Kim @firstadopter.bsky.social · 14/10/2025

Local car service to the airport costs more than a 2,600-mile trip. Air travel (and commoditized airlines) are a modern wonder.

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Tae Kim @firstadopter.bsky.social · 09/10/2025

For the first time since launch, the iPhone 17 Pro (non-ugly-Deep Blue versions) is widely available in New York City area for two days in a row

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Tae Kim @firstadopter.bsky.social · 07/10/2025

Getting to meet the actual inventor of the internet tonight was pretty damn cool (note: not Al Gore)

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Tae Kim @firstadopter.bsky.social · 06/10/2025

Welp. At least SBMM is over for Call of Duty. 75% Open. Competition is good my friends.

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Tae Kim @firstadopter.bsky.social · 01/10/2025

Sora 2 putting words in my mouth. If I create my own deep fake, is it a deep fake? Prompt: Show @firstadopter explaining why Nvidia has market leadership with its AI GPUs

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