Public revenue estimates and confidence signals for tracked finance newsletters.
| Rank | Publication | MRR | ARR | MoM |
|---|
Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me
Earnings Estimates (Gross MRR)
$6.3KMidpoint (best estimate)Subscriber Composition
3%PaidRevenue Estimates (Gross MRR)
$6.3KRange $2.1K – $20.9KFeb 15 - Jun 18
Subscriber Count
11KFeb 15 - Jun 18
Publish Cadence
1.9Per weekFeb 15 - Jun 18
Paid Content Mix
88%Jun 10 - Jun 18
Median Engagement Per Post
Median 42 reactions / 6 comments / 6 restacks per recent post
Estimate Summary
Kakashii's Materials is estimated from the public paid-audience bucket "Hundreds of paid subscribers" and regular web subscription prices. finance-v1 uses a 70% monthly / 30% annual mix and reports gross MRR before any discounts, fees, taxes, refunds, churn, or comp adjustments. The base/high paid-subscriber estimates are sanity-capped against the visible free subscriber count.
Recent Posts
A look at how OpenAI's promises become RPO for Microsoft, revenue for Nvidia, and backlog for five neoclouds, all from the same source.
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This is the third and final article in the “Dot-Com Flashback” series.
The Trend of Filing S-1 Confidentially, finding a use for dusted GPUs, the Tokenmaxxing Hangover, and more.
Nvidia changed to HQ reporting in Q3 2025, collapsing Singapore revenue and exposing some interesting data.
The Compute Components Super Saiyan Cycle, SpaceX IPO, Anthropic's Series H and more.
How Jensen keeps Nvidia's Balance Sheet clean, quarter after quarter. The inventory chapter.
From today, my materials will be moving to a paid subscription model.
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