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Kakashii's Materials

Substack
kakashiii111.substack.com· irregular· Published 4 days ago

A finance-focused analysis newsletter covering AI infrastructure, neocloud businesses, and Nvidia, with an emphasis on due diligence and red flags. Readers get critical breakdowns of SpaceX's AI segment earnings, OpenAI and Anthropic revenue and compute commitments, and Nvidia's Blackwell supply dynamics.

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Platform
Substack
Frequency
Irregular
Latest issue
Oct 25, 2026
Language
English
Written for
Investors and analysts following AI stocks and tech markets
Tone
analytical
Tracked since
Oct 29, 2026

Website: https://kakashiii111.substack.com