Microsoft Tests China’s Kimi K3 for Potential $600M Savings
About this episode
This episode discusses Microsoft's testing of Kimi K3 and various market trends including crypto and the Iran tanker conflict.
In this episode, we discuss Microsoft testing Kimi K3 and deploying AMD Helios, Robinhood Chain and StonkBrokers, and the expanding Iran tanker conflict. 0:00:00 Introduction 0:00:39 Crypto Headlines and Web3 Roundup 0:05:03 London Stock Exchange Plans Overnight Trading 0:08:38 Thunder, Lockheed and Defense Tech Marketing 0:11:46 IREN Signs $2.8B in AI Contracts 0:15:14 Clarity Act Lifts Crypto Markets 0:18:32 Oil, War and Strange Market Correlations 0:21:33 Is Crypto Decoupling From War? 0:25:44 Gacha, Pokémon and New Market Metas 0:29:43 Robinhood Chain and StonkBrokers 0:33:14 StonkBrokers’ RWA Yield Model 0:38:19 HOOD’s $160 Target and Prediction Market Risk 0:43:04 Microsoft Tests Kimi K3 and Deploys AMD Helios 0:47:40 Microsoft as the AI Aggregator Trade 0:50:53 Kimi Security, Guardrails and US AI Policy 0:54:38 AI Compute Demand and the Memory Trade 0:59:21 Iran Tanker Attack and Two-Chokepoint Risk 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.
Topics covered
- Microsoft testing Kimi K3
- Crypto markets
- AI contracts
- Iran tanker conflict
- Stock market trends
- Web3 developments
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