Every tech company CFO knows the double Irish Dutch sandwich. Before you start fantasizing, no, this is not the theme of an OnlyFans...

This was originally posted for paid subscribers in the premium newsletter  on July 03, 2024 For timely, actionable ideas, subscribe  ...

I'm having a pretty good day. Portfolio is up 4.5%, almost all of it attributable to SMCI. I'm up 57.6% on the short position, initiated...

There are 4 illegitimate ways a company can grow revenue and maintain margins the way Nvidia has. The first, subtle way, is by offering...

ANNOUNCEMENT: The paid newsletter now has a monthly subscription option at $150/month. If you've profited from my analysis, I encourage...

To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...

To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...

We sell GPUs to data center customers, booking sales in the P&L and accounts receivables on the balance sheet. We then turn around and...

i-80 Gold Initiation Report The company just raised C$115 million (current market cap: C$567.7 million) and has filed a shelf...

Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...

Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...

Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...