🚨 Just saw this Moonshot's Kimi K3 is absolutely exploding 🔥
They had to pause new subscriptions after a crazy demand surge in the last 48 hours.
The model is so massive it's forcing them to expand GPU capacity ASAP and they're even planning separate tiers for core tools vs Kimi Code workflows.
Meanwhile, chip stocks just got absolutely wrecked Philly Semiconductor Index down over 20% from its peak, $3.3T wiped out globally since June.
Taiwan and Japan markets bleeding too 😬
AI is eating the world but the chip makers are feeling the heat rn.
What do you think bullish for AI long term or more pain coming?
#KimiK3 #rsshanto #MoonshotAI #AI #Semiconductors $NVDA $TSM $AMD