Tae Kim
· Key Context by Tae Kim
· April 08, 2026 at 00:53
· ⏱ 4 min read
| Read on Substack ↗
Summary
The author reflects on their past value to readers, which has been encouraging a focus on underlying fundamentals rather than panicking due to macro or political volatility. The title suggests this perspective is relevant to current events concerning OpenAI and Nvidia, but the article body does not provide a specific thesis on them.
•The author states their biggest value-add has been convincing people to trust fundamentals.
•This approach is presented as an antidote to macro and political-driven market volatility.
•The title mentions OpenAI and Nvidia, implying a 'don't panic' stance, but the text itself is a general philosophical statement.