Replit founder Amjad Masad questions Nvidia stock drop after Kimi K3
Masad argues the hardware manufacturer's shares should have risen.
Entities: Amjad Masad
Replit founder Amjad Masad is being pulled into a wider AI-chip argument on X after @GavinSBaker highlighted his post amid discussion about Kimi K3 and Nvidia. Visible posts frame the debate around whether Nvidia's stock should have fallen after the K3 news, but the public evidence here is still limited to what those posts and replies say. For now, the safest read is an attributed public argument, not a settled factual conclusion.
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6 posts, first seen 18h ago
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6 posts
the bloomberg ppl are talking abt "is kimi k3 deepseek moment" again bruh tf did u think happen after deepseek
Concretely, this post was actually about @Kimi_Moonshot . the finance people I know were very closely watching Deepseek’s upcoming releases, and whether it would be open SOTA and cause a market correction like last year. I told them to watch Kimi very carefully. https://twitter.com/menhguin/status/2019715590873858166
ahhhhhh k m s i genuinely didnt think they'd do ts a second time how are yall allowed to manage money man
Update: people *think* this margin compression and capex decline is happening with Kimi K3. I disagree. It is bad for Western labs, but good for hardware capex bc capex benefits from multiple competing frontier labs. https://twitter.com/menhguin/status/2045098906007318623
The LLM.tradijg bots read Dean's post about "no closed source revenue, no big computer" and panicked
$NVDA should be pumping on the K3 news. Instead it’s down.
i am seeing finance influencers explain what a hallucination is and what an MoE is (the chinese released it) bruh
@GavinSBaker K3 will run 10x faster and cheaper on NVIDIA chips than Chinese ones. Literally.
Amjad is the founder and CEO of Replit, the best “vibe coding” platform.
$NVDA should be pumping on the K3 news. Instead it’s down.