Kim Kahn
speaker
3,036 appearances
92 recordings
1 series
first heard Nov 2025
last heard 5d ago
Kim Kahn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 92 in all, peaking in Aug 2026 with 23.
Appearances
Nvidia Compute is fungible, durable, and highly rentable.
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It is a productive revenue generating asset, he wrote.
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Wong was responding to a post noting that rental prices for NVIDIA's three year old H one hundred GPUs had risen twenty two percent over the past month to three dollars twenty eight cents an hour, even as depreciation schedules assume a chip this old only loses value.
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From market perspective, AI related industries now account for more than half of the SP five hundred when combining hyperscalers, semiconductors, hardware, power, and software, according to JP Morgan Asset Management.
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Among active stocks, Intel is higher after Northland analyst Gus Richard raised his rating to outperform for market perform with a one hundred and twenty dollar price target and said the company has made material progress in its turnaround.
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Separately, Digitimes reported that Intel is set to raise prices on its CPUs by as much as 10%.
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Royvant is surging after the first investigational candidate of its subsidiary, Pulmavant, succeeded in a mid-stage trial for patients with pulmonary hypertension associated with interstitial lung disease.
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And IMQ is rallying after the Quantum Computing Company raised its financial guidance following a completed acquisition of Skywater Technologies.
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INQ also published the first complete end to end fault tolerant resource estimate for running Shore's algorithm, which finds prime factors of very large numbers.
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Another news of note, tired chips.
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Wired dips.
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PepsiCo is moving beyond the shelf stable chips, soda, and packaged snacks into new areas of the grocery store, including refrigerated, produce adjacent deli, dip, and ready-to-eat meal categories.
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Appetite suppressing GLP1 medicines such as Wagovi and Ozempic have reduced purchases of salty snacks and sweet treats, with that spending going to protein, fiber, hydration, and the file.
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And fresh foods.
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Pepsi's strategy includes extending established brands into adjacent fresh products, such as the Tostitos Guacamole launch, as well as using acquisitions and ownership consolidation.
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And in the Wall Street Research Corner, memory stocks and related market exposures are starting to break above their recent downtrends after spending much of the summer consolidating, according to Goldman Sachs.
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Lee Coppersmith, managing director in Goldman's Fic and Equities Division, highlighted Micron Technology, Sandisk, the iShares MSCI South Korea ETF, Ticker EWY, and the Roundhill Memory ETF, Ticker DRAM, as showing similar technical patterns.
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The charts suggest the group is beginning to emerge from its summer consolidation, although the moves are still in their early stages.
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The potential breakouts come as the broader AI trade enters a more consistent.
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constructive setup with lighter investor positioning.
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Showing 141–160 of 3,036 · page 8 of 152
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