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Today, my work over the years received another validation.
Today, my work over the years received another validation.
Mar 19
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Kakashii
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Recent posts
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Dot-Com Flashback: Financing the Customer
At the height of the dot-com boom, American Metrocomm Corp., a Louisiana phone carrier burning cash, was already interviewing bankruptcy lawyers.
Mar 13
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Kakashii
169
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No Permanent Friends, No Permanent Enemies, Only Permanent Interests
On November 18, 2025, in a joint press release, Nvidia, Microsoft and Anthropic announced “Strategic Parternships” where and Microsoft are committing to…
Mar 12
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Kakashii
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A Question for You + What I Am Building Here
Hey everyone, A quick update on how I work, a question for my subscribers, and a look at what is coming when the market cycle turns.
Mar 6
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Kakashii
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CoreWeave and the Never-Ending GPU Depreciation — A Masterclass in Accounting Elasticity
Hey everyone,
Feb 27
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Kakashii
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NVIDIA's Gaming Segment: The Criminal Always Returns to the Scene of the Crime
I was not surprised that Nvidia chose, once again, to mislead investors on the impact on their gaming segment.
Feb 26
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Kakashii
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The Circular Trap: How Sam Altman Turned $1T Non-Binding Commitments Into a $100B Round
OpenAI, the core of this bubble, the part of the pyramid that if somehow falls or goes missing, the whole pyramid collapses, is in a very serious…
Feb 21
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Kakashii
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Random Memories from When Nvidia and Singapore Were in a Relationship
Nvidia and Singapore's relationship began in late 2022 and quietly came to an end by 2025 (with Nvidia using some creative accounting tricks).
Feb 20
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Kakashii
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Kakashii's Materials
Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me
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