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Google's AI is now substantially behind, even losing to freely available Chinese Open Weight Models. The market hasn't caught on yet
Moonshot AI just launched Kimi K3, an open weight model that beats OpenAI's GPT 5.5 and Anthropic's Opus 4.8, but trails 5.6 Sol/Fable 5. Notably, Google's best performing model, 3.5 Flash scores 37% on DeepSWE, compared to 67.5% for Kimi K3. They also lose to GLM 5.2(44%), Meta's Muse Spark(53%), …
Who you watch for the mornings?
The most important crypto event this quarter isn't a price move, it's the CLARITY Act field hearing happening today. Polymarket odds on 2026 passage have collapsed from 70% to 43% and traders have stopped pricing it.
At 10 AM ET today, the House Financial Services Committee's Subcommittee on Digital Assets is holding a field hearing in New York titled "Building the Future of Finance: How the CLARITY Act Unlocks Innovation." A field hearing cannot pass anything. The choice of venue (Wall Street), timing (exactly one year …
Regard play of the week: AAPL 7/16 Puts 0dte
Might sound funny but hear me out for a moment: The rise in AAPL this week is exactly the same as someone selling computers and used furniture on craigslist to put the funds into their chequing account, only to buy more stuff a few days later. The only reason AAPL …
Micron Rally?
How low can these memory stocks drop. Seems like theres no true catalyst besides negative market sentiment, considering TSM’s strong earnings ( 10:52 edit, down another 2%)