tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs
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"Be so good they can't ignore you"
Joined October 2008
10.2K Following 103.4K Followers
On a day when many AI-related stocks are up 15% to 25%, the two bearish calls I made on my Substack, Qualcomm and Alphabet, are trading down. Fundamental analysis works.
