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$NVDA · Kimi K3 Just Changed Everything...
now playing · $NVDA
$NVDA···bullish· high· posjosh kale
Nvidia is the real winner as open-source AI drives insatiable GPU demand
Jensen Huang benefits from both closed and open-source AI proliferation because every model variant requires massive GPU clusters; custom silicon from Google and Amazon expands to…
$MOONSHOT-LABSneutral· mediumejaaz
Moonshot Labs valuation jumps 7x to $30B after Kimi K3 release
Chinese lab achieved near-frontier model performance at 50x lower cost than US peers, but GPU constraints prevent monetization at scale, raising questions about whether Chinese la…
$OPENAIneutral· mediumejaaz
OpenAI's $1T valuation hinges on self-recursive model breakthroughs
OpenAI's trillion-dollar valuation depends on achieving self-improving models (GPT-6) that can recursively build better versions; current model snapshots matter less than whether…
$DEEPSEEKneutral· lowejaaz
DeepSeek valued at $71B as Chinese IPO wave approaches
DeepSeek represents the Chinese frontier lab cohort planning IPOs at valuations far below US peers, creating a public-market comparator that could pressure American AI lab multipl…
$ANTHROPICbullish· lowejaaz
Anthropic seen as co-favorite with OpenAI for recursive AI breakthrough
Alongside OpenAI, Anthropic is viewed as a best bet for achieving self-recursive learning loops that would justify premium valuations, given their research talent and proximity to…