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19 hours ago Kimi K3 was released and that news seems to be having an impact on the 5% slide in semiconductor companies. NVDA, AMD, AVGO, are all down 5% and TSM down 2.3%. TSM being down is important because they just had a stellar earnings report. Discussions on forums about Kimi K3 indicate that the model is the second best out there based on testing. One user reported K3 catching a bug that Fable did not. What is significant …
— ORIGINAL POST ·
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
· r/stocks
· Jul 17, 2026