Company Research
DeepSeek and the Need for Power Generation
Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more
DeepSeek and the DKI Portfolio
As you all know by now, DeepSeek caused an implosion of the US-based technology and energy space on Monday. On Tuesday, the market decided it has over-reacted and many of the heavily-sold stocks regained ground. I want to address the speculation on both sides of the discussion and to update you on how this affects … Read more
Posting Schedule
Hi All, Lots of thoughts on my mind. Here’s the upcoming posting schedule: Wednesday (today): The monthly CPI report. I expect to have this out around the 9:30am market open, but after the 9am DKI notification email. For those of you who don’t want to wait a day, please check the blog around 9:30 today. … Read more