Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Cross Asset Strategy

<ul>
<li>Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost.  Kimi K3 ranks third on the AAII.</li>
<li>
The rapid adoption of Chinese AI open-weight models using MoE architecture could bring the semiconductor supply/demand balance forward.  Weekly token share of Chinese models by US firms now exceeds 50%.</li>
<li>The Token Expenditure Index may be an early indicator that the MoE model token efficiency is reducing the growth rate of token demand and affecting the semiconductor ecosystem going forward. </li>
</ul>


Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost.  Kimi K3 ranks third on the AAII.

The rapid adoption of Chinese AI open-weight models using MoE architecture could bring the semiconductor supply/demand balance forward.  Weekly token share of Chinese models by US firms now exceeds 50%.
The Token Expenditure Index may be an early indicator that the MoE model token efficiency is reducing the growth rate of token demand and affecting the semiconductor ecosystem going forward. 


CHINA AI: Moonshot's Kimi K3 Just Spoiled the Semiconductor Party !!

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<ul>
<li>On May 20, 2026, SpaceX filed an S-1 registration statement with the SEC. Ticker: SPCX. Listing venue: Nasdaq plus the brand-new Nasdaq Texas, headquartered at 1 Rocket Road, Starbase, Texas</li>
<li>Two share classes. Class A = 1 vote. Class B = 10 votes. Class B shareholders separately elect a majority of the board as a class. Elon taking no chances.</li>
<li>SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of delivering 100 terawatts of compute per year.</li>
</ul>


On May 20, 2026, SpaceX filed an S-1 registration statement with the SEC. Ticker: SPCX. Listing venue: Nasdaq plus the brand-new Nasdaq Texas, headquartered at 1 Rocket Road, Starbase, Texas
Two share classes. Class A = 1 vote. Class B = 10 votes. Class B shareholders separately elect a majority of the board as a class. Elon taking no chances.
SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of delivering 100 terawatts of compute per year.


SpaceX Just Filed Their S-1 & It's A Doozy

Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

<ul><li>Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertising</li><li>Exploring the historical paradigms of data flow in digital advertising before and after the implementation of ATT</li><li>Examining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigm</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertisingExploring the historical paradigms of data flow in digital advertising before and after the implementation of ATTExamining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigmThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A Primer on Digital Advertising - [Making Markets, EP.49]

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bhp-group-ltd-3d29a5a1-abbf-485d-86d8-c7106582b240" target="_blank" data-smartkarma-citation="entities:5424:1" rel="noopener">BHP Group Ltd (BHP US)</a> Faces Setback in Copper Ambitions After Failed Anglo-American Takeover Attempt</li>
<li>China Considers Record Fine and Suspension for PwC Over <a href="https://www.smartkarma.com/entities/china-evergrande-group" target="_blank" data-smartkarma-citation="entities:479:1" rel="noopener">Evergrande (3333 HK)</a> Audits</li>
<li>Elon Musk Agrees to Testify in SEC Probe of <a href="https://www.smartkarma.com/entities/twitter-inc" target="_blank" data-smartkarma-citation="entities:667:1" rel="noopener">Twitter Inc (TWTR US)</a> Acquisition</li>
</ul>



BHP Group Ltd (BHP US) Faces Setback in Copper Ambitions After Failed Anglo-American Takeover Attempt
China Considers Record Fine and Suspension for PwC Over Evergrande (3333 HK) Audits
Elon Musk Agrees to Testify in SEC Probe of Twitter Inc (TWTR US) Acquisition


#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

<ul>
<li>Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.</li>
<li>India's booming public sector raises economic concerns amid private sector decline.</li>
<li>China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.</li>
</ul>


Musk's xAI secures $6 billion to rival OpenAI, aiming for AI dominance.
India's booming public sector raises economic concerns amid private sector decline.
China launches $47.5 billion fund to bolster domestic chip industry amidst global tensions.


#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.

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Twitter Inc (TWTR US)

CHINA AI: Moonshot's Kimi K3 Just Spoiled the Semiconductor Party !!

Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost. Kimi K3 ranks third...

David Mudd

SpaceX Just Filed Their S-1 & It's A Doozy

SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of...

William Keating

A Primer on Digital Advertising - [Making Markets, EP.49]

Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...

Web3 Breakdowns

#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Nimish Maheshwari

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CHINA AI: Moonshot's Kimi K3 Just Spoiled the Semiconductor Party !!

Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost. Kimi K3 ranks third...

David Mudd

SpaceX Just Filed Their S-1 & It's A Doozy

SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of...

William Keating

A Primer on Digital Advertising - [Making Markets, EP.49]

Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...

Web3 Breakdowns

#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

​BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Nimish Maheshwari

#5Business Buzz: China’s $47.5B Chip Fund, Ambani’s Africa Telecom Venture, Japan’s Output Rebounds

​Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.

Nimish Maheshwari

BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Musk's xAI secures $6 billion to rival OpenAI, India's public sector growth raises concerns, China launches $47.5 billion fund for chip industry.