Kimi Pause Reinforces AI Compute Bottleneck Trade
- Kimi K3 should not be read as bearish for compute. The pushback is simple: stronger models can tighten, not loosen, the compute bottleneck. 1
- $DELL stays on the AI leadership shortlist.
📌 X Insight Update[x_fin] (2026/06/03 10:50)
- AI native application companies still have room to rise. Large model labs cannot swallow the entire stack. Legacy giants and AI outsourcing shops are structurally bad at changing their DNA.