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] (2026/06/12 10:09)
- $ASTS and $TE are being framed as bottoming plays. The setup is a classic “bottoms for the win” call, but the follow-through still needs confirmation. 1
- Trump trade: the key pain level is the 50EMA.
📌 X Insight Update[x_fin] (2026/06/12 03:33)
- U.S. equities may be setting up for an all-time-high push into the Fourth of July. The timing narrative is simple: Trump’s birthday is this weekend, and America’s 250th birthday is in a few weeks. Holiday momentum plus patriotic tape could become the squeeze fuel. [1](https://x.
📌 X Insight Update[x_fin] (2026/05/29 22:55)
- $CRM is clearing the 50ma on the daily and breaking higher from a base. The setup still supports holding the full swing rather than trimming early. 1
- $SCHW printed a reversal stick, and today’s gap up confirms the turn.