Key Context by Tae Kim
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Brief Thoughts on the SpaceX IPO
What the SpaceX team has accomplished is a truly amazing feat, but ...
Jun 12
•
Tae Kim
22
1
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Intel AI Executive on Why the Chipmaker's CPUs Are Well Positioned for Agentic AI
Key Context spoke with Intel VP of AI Products Anil Nanduri on June 1 at the Computex conference in Taiwan.
Jun 11
•
Tae Kim
37
2
Nvidia Executive Is Bullish on CPO Rollout, Seemingly Refuting SemiAnalysis Narrative
Part of the reason the market is tanking today is that SemiAnalysis sent a report to its institutional clients making a negative call on the CPO…
Jun 9
•
Tae Kim
76
7
7 Basic Portfolio Management Tips
It’s best to have a thoughtful plan so you’re best prepared to succeed.
Jun 8
•
Tae Kim
42
3
I Was Not Bullish Enough on These CPU Stocks
The CPU business is ramping even faster than expected due to the AI agent megatrend.
Jun 3
•
Tae Kim
38
3
Nvidia CEO and Intel CEO Q&As at Computex
Jensen Huang and Lip-Bu Tan discuss AI demand and supplies.
Jun 2
•
Tae Kim
31
1
How to Find the Best Investing Setups
Key Context had an incredible run since our February launch with 12 of our 14 stock ideas working, including four triple-digit grand slams.
May 29
•
Tae Kim
59
6
An Interview with NVIDIA CFO Colette Kress: $1 Trillion Shareholder Return Is on the 'Horizon'
NVIDIA's CFO pushes back at skeptics who say the company's growth is unsustainable.
May 21
•
Tae Kim
59
6
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Key Context by Tae Kim
Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
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