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tae kim

T3 · host / generalist

Regular TBPN guest (Barron's columnist, former Bloomberg); known for timely bullish calls on Nvidia, AMD, memory, and CPUs; tracks AI infrastructure fundamentals, supply chain, and capex cycles closely.

5 calls·5 names·60% bull·last heard 14 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NVDANvidia

Tae Kim: Nvidia fundamentals overwhelmingly bullish despite Wall Street FUD

Nvidia controls the AI supply chain through prepayments and scale, securing scarce components (HBM, optical, TSMC wafers) while CUDA's reliability moat deepens; balance sheet investments in ecosystem companies (CoreWeave, optical startups) will compound into a trillion-dollar portfolio as agentic AI and RSI drive exponential compute demand.

TBPN2026-07→
2ndmedium conviction
$HUTHut 8

Tae Kim: Nvidia's $50B Texas data center lease with Hut 8 is a non-story sensationalized by FT

The FT headline of a $50B Nvidia lease is over 30 years with renewal options; the 15-year commitment is ~$20B (~$1-2B/year), a rounding error against Nvidia's $320B+ revenue run rate, and Nvidia as tenant likely subleases for profit.

TBPN2026-07→
3rdmedium conviction
$AMDAdvanced Micro Devices

Tae Kim: Lisa Su's 83% TAM raise in 3 months signals insane AI demand

AMD CEO Lisa Su raised the 2030 CPU/Agentic CPU TAM from $120B to $220B in just three months, a move serious public CEOs only make when seeing overwhelming demand signals; this validates the broader AI infrastructure buildout thesis.

TBPN2026-07→

most discussed · click a bar to filter

recurring themes

5 total
$HUT
···
Hut 8
MEDtae kim·TBPN·14 days ago
Tae Kim: Nvidia's $50B Texas data center lease with Hut 8 is a non-story sensationalized by FT
The FT headline of a $50B Nvidia lease is over 30 years with renewal options; the 15-year commitment is ~$20B (~$1-2B/year), a rounding error against Nvidia's $320B+ revenue run rate, and Nvidia as tenant likely subleases for profit.
"Nvidia's 15-year lease commitment for the Texas site is worth basically 20 billion. and renewal options would take the total value to 50 billion over 30 years according to HUT 8.…"
61:00
$NVDA
···
Nvidia
HIGHtae kim·TBPN·14 days ago
Tae Kim: Nvidia fundamentals overwhelmingly bullish despite Wall Street FUD
Nvidia controls the AI supply chain through prepayments and scale, securing scarce components (HBM, optical, TSMC wafers) while CUDA's reliability moat deepens; balance sheet investments in ecosystem companies (CoreWeave, optical startups) will compound into a trillion-dollar portfolio as agentic AI and RSI drive exponential compute demand.
"I see the fundamentals. I see the CEO of AMD expanding her TAM dramatically over the last 3 months. I see RSI under horizon like every AI researcher is like, 'Oh my god, this is g…"
40:30
$AMD
···
Advanced Micro Devices
MEDtae kim·TBPN·14 days ago
Tae Kim: Lisa Su's 83% TAM raise in 3 months signals insane AI demand
AMD CEO Lisa Su raised the 2030 CPU/Agentic CPU TAM from $120B to $220B in just three months, a move serious public CEOs only make when seeing overwhelming demand signals; this validates the broader AI infrastructure buildout thesis.
"Lisa Sue raised her CPU, Agentic CPU forecast. Just three months ago, it was 120 billion for 2030. Three months later, they raised it to 220 billion. CEOs don't raise their TAMs b…"
54:00
$META
···
Meta Platforms
MEDtae kim·TBPN·14 days ago
Tae Kim: Meta's AI revenue ramp uncertain despite capex acceleration
Meta's leaked town hall comments sparked fears of capex pullback, but subsequent leaks show capex increasing; the core question remains where pure AI product revenue (beyond ads) will materialize to justify frontier model spend.
"The question that I keep coming back to is like where is their revenue ramp? Where is their AI revenue going to ramp and when? Because as you continue to ramp capex and saying lik…"
45:00
$SAFE-SUPERINTELLIGENCE
Safe Super Intelligence
LOWtae kim·TBPN·14 days ago
Tae Kim: SSI signed $410M compute deal with Amazon AWS after $650M raise
Ilya Sutskever's SSI emerged from stealth with $650M funding and immediately committed $410M to a multi-year AWS compute deal (Trainium), signaling massive compute intensity for open-ended self-improving systems.
"Recursive super intelligence signs a $410 compute deal with Amazon. It says recursive super intelligence signs 410 million million dollar compute deal with Amazon. Congratulations…"
22:30