US vs China AI War Erupts as Kimi K3 Shocks Wall Street

In this episode, we discuss how Kimi K3 and Qwen3.8 are reshaping the Korean AI trade, how Morgan Stanley is financing the data-centre boom, and how the Iran-Hormuz conflict is driving oil and market volatility.

00:00 Introduction

01:37 Crypto Headlines and Web3 Roundup

04:54 Mitsubishi Moves Into Humanoid Robotics

08:36 KOSPI Leverage Meets Kimi K3 and Qwen3.8

13:52 Kimi Demand Hits Its Compute Limits

18:00 Microsoft and the AI Sell-Off Trade

21:54 Morgan Stanley's AI Debt Machine

26:16 The Trillion-Dollar Memory Buildout

29:53 AI Financing Makes Markets More Fragile

33:02 Iran, Hormuz and the Oil Risk Premium

38:09 Polymarket Prices War and Fed Rate-Hike Risk

41:36 Positioning Through Extreme Tech Volatility

44:48 Earnings, Oil and the Week Ahead

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.