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

I did not.

I tripled, quadrupled down on here and that's CPU shortage.

Yeah, you did.

Yeah.

All those ideas are up 50 to 150%.

Oh, that's pretty good.

I said, I think 13 out of our 14 ideas are solidly in the green.

I joke that like Shohei Otani numbers with like three, four brands.

That's really good.

It's not going to last, but it worked out.

I mean, we trusted in the actual underlying.

Shohei would love memory stocks.

Yeah.

Right?

I think he would.

I'm sure his financial advisors long HBM stocks, I'm sure.

And everyone's making fun of these Koreans for being long memory stocks.

But I mean, we're talking single digit P multiples, probably a lot, two to three more years, triple digit growth.

I mean, I quoted this Michael Dell thing where he spoke to a Wall Street conference and

He says 25-25.

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