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.
TSMC remains AI chip toll road as node costs surge
- Glass substrates look like an inevitable packaging endgame. The near-term debate is timing, not direction. Advanced packaging keeps pushing toward higher density, better thermal behavior, and tighter integration. 1