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
- $DELL stays on the AI leadership shortlist.
📌 X Insight Update[x_fin] (2026/07/11 03:54)
- Short-term callouts work because the crowd wants a “guru” who can keep nailing near-term price action. The edge is often social reflexivity, not forecasting skill. 1
📌 X Insight Update[x_fin] (2026/06/14 22:51)
- HBM is breaking the old DRAM cost curve. From 1957 to 2020, DRAM cost per Gb fell by roughly one order of magnitude every five years. AI infra demand and HBM are changing that playbook. Cost deflation is no longer the clean Moore’s Law trade it used to be. [1](https://x.
📌 X Insight Update[x_fin] (2026/06/07 21:27)
- Salesforce ($CRM) looks mispriced by the “AI replaces software” narrative. The stock is down 30% YTD, but Agentforce already passed $1B ARR in a single quarter with 150%+ YoY growth. The core read: AI is not killing Salesforce; it is becoming a monetization engine.