KIMI K3 MEANS MORE COMPUTE CONSTRAINS, IRAN CEASEFIRE BACK, BIG TECH EARNINGS | MARKET OPEN

Описание: twitter: https://x.com/amitisinvesting
deepdives: https://amitsdeepdives.substack.com/

00:00 - Intro
05:50 - Iran
15:30 - AMD MSFT news
17:50 - Kimi K3
44:00 - Market Open
1:39:40 - China vs the US
2:34:00 - Circle
2:50:00 - Gavin Baker