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
AI bears, ignore Microsoft’s and Amazon’s best earnings reports in FOUR YEARS at your peril.
AI compute demand and revenue growth are ACCELERATING. Hold on to your hats.
There’s something happening here. What it is, is exactly clear.
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"Microsoft Posts Biggest One-Day Market-Cap Gain for Any U.S. Company" 🚀
