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 Introduction01:37 Crypto Headlines and Web3 Roundup04:54 Mitsubishi Moves Into Humanoid Robotics08:36 KOSPI Leverage Meets Kimi K3 and Qwen3.813:52 Kimi Demand Hits Its Compute Limits18:00 Microsoft and the AI Sell-Off Trade21:54 Morgan Stanley's AI Debt Machine26:16 The Trillion-Dollar Memory Buildout29:53 AI Financing Makes Markets More Fragile33:02 Iran, Hormuz and the Oil Risk Premium38:09 Polymarket Prices War and Fed Rate-Hike Risk41:36 Positioning Through Extreme Tech Volatility44:48 Earnings, Oil and the Week AheadThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.