Key Context by Tae Kim

A newsletter about abundance and building a better world.

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Exclusive reporting on the AI race.

FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.

Deeply researched interviews

Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

The latest in semiconductors: silicon, AI, processors, market trends.

Bridging the gap between the world's most important industry, semiconductors, and business.

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

Technology, politics, supply chains, chips, AI, economics, history. And whatever else is on my mind.

Finance and politics made clear

Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.