Kakashii's Materials
Subscribe
Sign in
Home
Notes
Archive
About
Today, my work over the years received another validation.
Today, my work over the years received another validation.
Mar 19
•
Kakashii
161
14
19
Recent posts
View all
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
•
Kakashii
169
22
11
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
•
Kakashii
55
7
7
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
•
Kakashii
34
28
6
CoreWeave and the Never-Ending GPU Depreciation — A Masterclass in Accounting Elasticity
Hey everyone,
Feb 27
•
Kakashii
197
19
21
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
•
Kakashii
37
3
3
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
•
Kakashii
411
63
74
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
•
Kakashii
16
2
See all
Kakashii's Materials
Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me
Subscribe
Social
Twitter/X
My Notes
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts