← Leaderboard
KF
Kim Forrest
Bokeh Capital Partners
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Kim Forrest of Bokeh Capital tells Bloomberg that Sandisk's long-term contracts partially fix the NAND boom-bust cycle, which is good for investors.
And while I don't think it's a huge you know a complete fix it's on the road to being fixed with these contracts. So I think that is a really great thing that's coming out of this right. We're not just going to be whipsawed as events as investors anymore.
Kim Forrest of Bokeh Capital tells Bloomberg the AI flywheel linking back to Nvidia's $500bn financing pool is concerning, though other winners have emerged this year.
Yeah it is concerning. Although I have to say I felt really good earlier this year that we've had some other winners other than Nvidia.
Nvidia since this was said: ▲ +2.3% · 225.2 → 230.4 · as of 2026-09-04
Kim Forrest of Bokeh Capital tells Bloomberg LLMs will become a delivery layer over smaller targeted models rather than taking over the world.
I don't think LLMs take over the world. I think LLMs are going to be maybe the delivery mechanism but there's going to be other models in the back that have nothing to do with large language models.
Nasdaq since this was said: ▼ -0.8% · 26,729 → 26,507 · as of 2026-09-04
Kim Forrest of Bokeh Capital tells Bloomberg the AI compute buildout may be too much or may be repurposed for smaller targeted models; she is unsure.
that is going to use different kinds of compute. So are we building too much. Maybe. But maybe it's going to be turned into what I think are those smaller targeted models that are going to answer specific questions.
Nasdaq since this was said: ▼ -0.8% · 26,729 → 26,507 · as of 2026-09-04
Kim Forrest of Bokeh Capital tells Bloomberg the stock market does not care much about GDP and will keep rewarding the AI growth story despite a weak consumer.
The stock market doesn't necessarily really care about GDP all that much. It really doesn't. It's always looking for the next big idea and growth.
S&P 500 since this was said: ▼ -0.9% · 7,786 → 7,719 · as of 2026-09-04
Follow Kim Forrest
One short email when Kim puts a new call on the record, and when a verdict lands on one. Plain words, free.