Kakashii's Materials

Substack by Kakashii · launched Jan 31, 2026

Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]

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Top in Finance

#93

Paid leaderboard

#66

Subscribers

28K

rounded by Substack

Paid subscribers

1,000+ paid

Badge

Bestseller 1k

Followers

34K

Paid plan

$35/mo

Recommends

7

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Kakashii's Materials to post, embed or send to readers, as long as the watermark stays on it.

Percentile

Top 18%

of 525 ranked finance newsletters

Best rank seen

#93

on Sep 10, 2026

Posts

2

last 30 days

Reactions per post

65

average, recent posts

Reactions tracked

780

across 12 posts

Most-reacted post we have seen: The Neoclouds Series, Part 1: Nebius — 254 reactions on Jul 24, 2026.

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Recent posts

• A read into Nebius' Q2 Earning Report

  Aug 25, 2026Paid36 reactions14 comments4 restacks

• The Neoclouds Series, Part 2: CoreWeave

  Aug 20, 2026Paid46 reactions17 comments10 restacks

• SpaceX: "AI" Revenue, CIP, Nvidia GPUs, Datacenters, and the Imaginary GWs

  Aug 6, 2026Paid108 reactions7 comments14 restacks

• SSI x Nvidia: The Recent Deal in Nvidia's Cloud Credits/GPU Economy

  Jul 27, 2026Paid30 reactions8 comments5 restacks

• The Neoclouds Series, Part 1: Nebius

  Jul 24, 2026Paid254 reactions16 comments27 restacks

• THE MEMORY MACHINE

  Jul 14, 2026Paid74 reactions5 comments7 restacks

• Let's Break Down Where NVIDIA's Datacenter Demand' Actually Comes From

  Jul 5, 2026Paid52 reactions2 comments10 restacks

• Thoughts of the Week - June 28, 2026

  Jun 28, 2026Paid41 reactions9 comments6 restacks

• The Perpetual Gambler: How Masayoshi Son Is Betting SoftBank’s Future on OpenAI

  Jun 23, 2026Paid35 reactions6 comments4 restacks

• Thoughts of the Week - June 22, 2026

  Jun 22, 2026Paid39 reactions1 comments3 restacks

• The Great RPO Illusion: Microsoft, OpenAI, Nvidia, and the Neoclouds

  Jun 17, 2026Paid37 reactions2 comments9 restacks

• Thoughts of the Week - June 14, 2026

  Jun 14, 2026Paid28 reactions7 comments4 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Kakashii's Materials. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 10, 2026.