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 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
So, you know, as soon as we get visibility that next year is going to keep growing at 40, 50 percent or higher, I think it's going to be higher.
And the year after that, you know, stock should go on top of the re-rating from the capital returns.
Well, so I think I've been, I mean, I've been following chip industry for, you know, 30, 40 years.
So, yeah, I'm very good at reading.
I'm very good at reading the tea leaves.
And I've noticed that Jensen and what TSMC, what the CEOs have been kind of hinting at, that their tone has changed in the last two, three months.
So TSMC just reported their Q1 earnings.
And, you know, if you read the transcript, it's pretty obvious that they're just going to raise CapEx significantly.
on a different order of magnitude for the next year and the year after.
They said their CapEx is going to be much higher over the next three years than it was the last three years.
And all the stuff they're saying, and Jensen's been going out there during these speeches and Q&As, he's confidently saying the supply issues in two, three years are going to be on a different level.
Even with memory, he's saying all these component issues that we have now, in two, three years, I think he even said that on the Dworkesh podcast interview.
Two, three years, this all will be less of an issue.
So I'm confident that TSMC, memory might be a little problematic, but TSMC wafer-wise, it's going to be dramatically higher over the next two, three years.
Right now, the NVIDIA valuation is trading like it's going to grow at 10% the next year or two.
They grow at 50% the next two years.
Sure, sure.
I mean, that's definitely, you know, like TSFC is going to raise our capex.
So it's like the numbers are way off.
The 10x is not going to happen.
Showing 601–620 of 1,575 · page 31 of 79
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