Strategy and business analysis outlet; the only source in the feed to challenge the causal attribution of the chip selloff to Kimi K3, arguing TSMC raised its 2026 revenue guidance and ASML expanded its outlook the same week the rout began, suggesting the sell-off was already loaded before the Moonshot release
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FourWeekMBA · International · China's Moonshot AI releases open-weight Kimi K3 model, wiping US$3.3 trillion from global chip stocks
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