Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all.
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
Timestamps: 01:30 - Kimi AI Shock: Has China Taken the Lead? 02:28 - Kimi K3 vs ChatGPT and Claude: What the Benchmarks Really Show 05:30 - Why China’s AI Catch-Up Could Boost Hardware Demand 08:22 - Software vs Semiconductors: Who Actually Loses From Cheaper AI? 14:39 - Momentum Crash: What Triggered the Sell-Off in AI Stocks? 16:43 - Iran War Escalates as the IRGC Rebuilds Its War Chest 21:24 - How Long Can the US Withstand the Oil Supply Disruption? 23:45 - Why Oil Is Unlikely to Break Above $100 Again 28:06 - Semiconductors, AI Infrastructure, and the Next Portfolio Opportunities
Podden och tillhörande omslagsbild på den här sidan tillhör
Andreas Steno Larsen and Mikkel Rosenvold. Innehållet i podden är skapat av Andreas Steno Larsen and Mikkel Rosenvold och inte av,
eller tillsammans med, Poddtoppen.
