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US vs China AI War Erupts as Kimi K3 Shocks Wall Street
Description
In this episode, we discuss how Kimi K3 and Qwen3.8 are reshaping the Korean AI trade, how Morgan Stanley is financing the data-centre boom, and how the Iran-Hormuz conflict is driving oil and market volatility.
00:00 Introduction
01:37 Crypto Headlines and Web3 Roundup
04:54 Mitsubishi Moves Into Humanoid Robotics
08:36 KOSPI Leverage Meets Kimi K3 and Qwen3.8
13:52 Kimi Demand Hits Its Compute Limits
18:00 Microsoft and the AI Sell-Off Trade
21:54 Morgan Stanley's AI Debt Machine
26:16 The Trillion-Dollar Memory Buildout
29:53 AI Financing Makes Markets More Fragile
33:02 Iran, Hormuz and the Oil Risk Premium
38:09 Polymarket Prices War and Fed Rate-Hike Risk
41:36 Positioning Through Extreme Tech Volatility
44:48 Earnings, Oil and the Week Ahead
The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.