🔥Kimi-K3 Beats Claude Fable 5!
Market Analysis & Watchlist 7.16.26
Team,
The 6/22 memory top remains intact…and China just crashed the AI model party with Kimi-K3! Open source models appear to be winning the AI race. How does that bode for the companies that invested billions of dollars in closed models? Let’s dive into today’s developments. HAGE 🍻
-Andrew
I will be on vacation with limited availability from July 26th to August 3rd
Market Update 📊
KRE Regional Banks led in a tape of MIXED BREADTH 🟡
YTD Price Returns 📈
The Russell 2000 small caps extending their lead as the Nasdaq sells off 👇
News Flow📰
Economic Calendar🌎
US Investing Championship Record🏆
2026: +12.50% as of 6/30
2025: +39.1%
2024: +254.0%
2023: +103.5%
Key Ideas 🗝️
