Tae Kim

speaker

1,575 appearances 6 recordings 1 series first heard Dec 2025 last heard 29 Jul

Tae Kim’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

newest first · ▶ plays the moment

NVIDIA is up like 5%, 10%, but the CPU names have still doubled even after this big drawdown, and the HPM names are up 100%.

So I'm hoping that, you know...

It's the same thing again.

I come on here, and stocks go up again.

It was funny, because it was literally the exact bottom.

That's amazing.

It went exponential after that.

The take-in effect.

So I think sentiment's very negative.

We kind of had this huge parabolic up move the last few months, and likely a lot of retail and hedge funds piled it in.

And we were seeing this unwind now.

I think the first big part of it was the Iran war getting worse.

Every time we had the first ceasefire in negotiations, stocks started taking off right after that.

And then when we had the actual ceasefire, we had a follow through.

And then as soon as Trump started bombing Iran again, chip stocks have kind of plummeted in the last two, three weeks.

And then now we're seeing just back to the old pattern of media and the viral hot takes spreading a lot of FUD.

I think we saw earlier this month, I think Reuters quoted Zuckerberg about agentic AI.

They took it out of context and then

Every media person was with the hot take that this Meta was seeing bad returns and they're going to cut CapEx.

And then we had leaks right after that saying that it looks like Meta is going to raise CapEx.

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