Tae Kim

Thanks to $DELL I am now on track to crushing the market with my annual stock ideas for seven years running with big upside every single year. Look at my prior years' annual stock ideas. 2026 is not an anomaly. Plus, my Substack ideas during the last few months, including DELL, are even doing way better.

GEE I WONDER WHAT THIS COULD BE. READ MY SUBSTACK.

YOU GET CAR! YOU GET A CAR! $DELL

At least one $DELL analyst gets it. Bernstein: "Dell FQ1'27: Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform .. Guidance was also raised significantly as Agentic AI is opening up a completely new growth driver for traditional servers and the rest of company is firing on all cylinders. FY27 EPS guidance was raised from $12.9 to $17.9 and much of the upside surprise is coming from servers (AI servers and especially traditional servers) due to more CPU needs in the agentic future .. Most of this strength appears sustainable due to the rise of Agentic AI."

Wall Street analysts admitting they were dead wrong and completely missed the Nvidia NVL72 AI server super cycle on $DELL but they are still not upgrading the stock. What the hell are you doing?

How to Find the Best Investing Setups $EWY $DRAM $INTC $AMD https:// taekim.substack.com/p/how-to-find- the-best-investing-setups …

$DELL up 39% in after hours x.com/firstadopter/s…

$DELL up 39% in after hours

In December, just six months ago, $DELL was trading at just 12 times forward consensus (numbers they would BLOW OUT OF THE WATER). Now they are growing revenue at 88% y/y.

$DELL up 32% now. LOL.

$DELL lol

My Substack was right on CPU stocks before Wall Street. My Substack was right on HBM memory stocks. And I am right on $DELL Dell BLOWS AWAY NUMBERS! OUT OF THE BALL PARK. My Substack subscribers win again.

Distance to Jensen signals importance. Obviously, TSMC with Morris and C.C. but look at MediaTek CEO Rick Tsai

Forza Horizon 6 at 120 fps with DLAA on an RTX 4090 and a 4K 32-inch OLED is glorious. Absolutely glorious.

If only if there was a Substack that made a bull call on $DRAM ETF super early, before everyone else piled in.

"we think the [Google Cloud] margin rise is an illusion" - @SemiAnalysis_ $GOOGL

Since the February launch of my Substack, I've made three big thematic bull calls, pounding the table on the accelerating exponential agentic AI megatrend before Wall Street analysts and the mainstream media: HBM memory names, CPU stocks, and GPUs. All large cap and liquid. No small caps. HBM memory stocks and CPU stocks have gone to the moon, delivering triple-digit returns in weeks. Are GPUs next to outperform? $NVDA Also, on TPUs and Trainium, show us your inference performance on mixture-of-experts (MoE) reasoning models! The fact that we have no idea how they perform is ridiculous.

Morgan Stanley: "Microsoft’s installed datacenter footprint could scale from ~5GW in FY24 to ~20GW by FY28, based on our estimates." $MSFT

$DRAM ETF up another 4.7%, Micron $MU up another 9% in pre market. It's almost as if triple digit growth, incredible low P/E's and durable multi-year secular growth AI server memory businesses are starting to get appreciated now

Jensen unveils new Taiwan campus: "everything in this building is made from triangles, polygons. This building is designed to be transparent, which is one of the characteristics I love about our company" $NVDA

Oh. $NVDA

Memory stocks have doubled in less than two months while most of y'all are stuck looking in the rearview mirror (it's up so much! commodity cyclical!) when you should be looking through the front windshield at HBM memory oligopoly's multi-year, durable secular growth + insanely low valuations. My Substack readers are crushing it. $DRAM

Nvidia's new Vera CPU kicks ass $NVDA "NVIDIA Vera CPU Benchmarks: Olympus Cores Delivering The Best Performance Ever Seen On ARM" "On a geo mean basis, the NVIDIA Vera delivered 10% better performance than the AMD EPYC 9575F 5.0GHz high frequency processor. For gen-on-gen

My Substack's stock ideas since inception have been like Shohei Ohtani going 13-for-14 with 3 grand slam homeruns. It won't last, but it's been fun so far! Ken Griffin says the best stock pickers are right just 54% of the time. $NVDA