Kakashii ✓
@kakashiii111 · Far Far Away · joined 19 Aug 2020
Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me
52 515Followers
891Following
20 635Posts total
232.5KViews on collected posts
Latest posts
Looking for new posts…
And as I predicted in my article, SpaceX is expanding their neocloud business in order to meet the 100B in ARR set by Elon. https://t.co/Mbx8ZAEag6
9.4K views · 46 likes
· 3 reposts · 4 replies
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There are three kinds of neoclouds:
1. One who owns the datacenters and the GPUs.
2. One who leases the datacenter and owns the GPUs.
3. One who leases and/or owns the datacenter and asks the customer to prepay or bring its own GPUs.
Oracle is the last.
After hours are the htt
9K views · 74 likes
· 16 reposts · 3 replies
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Short Answer: Yes.
Long Answer: Once Jensen saw the huge increase in demand for inference and how Nvidia's current GPUs are not suitable for that kind of workload, and as it took more time internally for Nvidia to adapt their GPUs for inference work, Jensen was terrified and htt
10.3K views · 83 likes
· 13 reposts · 5 replies
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"Nvidia has been paying hefty premiums to lock up probe card and test socket capacity from test interface suppliers"
Another evidence of how Jensen continues to cannibalize the entire supply chain, leaving scraps for competitors like AMD, Google, and Amazon. https://t.co/mpwKcIv
5.3K views · 42 likes
· 10 reposts · 3 replies
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@kakashiii111 Another 40-50+ yr old man with no real data jealous of Elon. Let’s see, if I can write something questioning everything he’s doing, a bunch of other closeted chumps also jealous of Elon will buy it … someone needs to feed the short thesis
2.4K views · 5 likes
· 0 reposts · 0 replies
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@kakashiii111 Anyway to try an article before we buy
7.6K views · 5 likes
· 0 reposts · 1 replies
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Genuinely honored. Thank you, @michaeljburry.
My materials at my substack:
https://t.co/iRjfLT7UA9
53.1K views · 217 likes
· 8 reposts · 14 replies
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@kakashiii111 You do phenomenal work and will be rewarded handsomely when the end game comes to fruition.
6.8K views · 14 likes
· 0 reposts · 1 replies
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My article on SpaceX is out.
I'm discussing:
1. AI Revenue: what actually counts under SpaceX's AI Revenue.
2. CIP and S&NE: what's sitting in them and what that tells us
3. Nvidia GPUs and SpaceX's datacenters
4. The neocloud business: how SpaceX pivoted its AI segment.
5. GW
121.3K views · 274 likes
· 27 reposts · 7 replies
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@kakashiii111 intriguing...might be as other users comment here that the end customer is China actually
2.2K views · 7 likes
· 0 reposts · 0 replies
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@kakashiii111 AI Gemini Google (Cloud) Indonesia, Alphabet - US
AI Bing Microsoft Indonesia- US
AWS Amazon Web Services, Indonesia- US
Cloudflare, Indonesia- US
AI Meta (Facebook & WhatsApp), Indonesia- US
AI Indosat Ooredoo Indonesia- Qatar
AI Telkomsel Indonesia, Singtel Temas
2.6K views · 26 likes
· 3 reposts · 1 replies
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Against accounts of the same size
9 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.
Median views8 953this account1 015median for 10K–100K
Reach, %17.05%this account3.95%median for 10K–100K
Engagement, %0.45%this account1.54%median for 10K–100K
| Metric | This account | Median for 10K–100K | Ratio |
|---|---|---|---|
| Median views per post | 8 953 | 1 015 | 8.82× |
| Reach (views ÷ followers) | 17.05% | 3.95% | 4.32× |
| Engagement rate | 0.45% | 1.54% | 0.29× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
2.5K10 Mar
2.6K
2.2K
121.3K6 Aug
6.8K7 Aug
53.1K
7.6K
2.4K8 Aug
5.3K10 Sep
10.3K
9K
9.4K12 Sep
Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.28%10 Mar
1.14%
0.32%
0.25%6 Aug
0.22%7 Aug
0.45%
0.08%
0.21%8 Aug
1.04%10 Sep
0.98%
1.04%
0.57%12 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.54%.
What the audience does
Likes53.9%800 in total
Reposts5.4%80 in total
Replies2.6%39 in total
Bookmarks38.1%565 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
Followers by day
13 Sep
Daily snapshots since 13 Sep 2026; the dashed line is the starting count.
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