
converse ✧
11.2K posts

converse ✧
@converse_tech_
posts analytical opinions with no biases or at least tries to.





Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5. This is a 17-place jump from Kimi-k2.6 (#18 -> #1). In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5. The full model weights will be released by July 27. Congrats to the @Kimi_Moonshot team on this major milestone!








One of those markets that is purely event/news driven, swinging stocks in either direction like a yo-yo. When there is little to no edge, it's a do as little as possible environment. Practicing what I'm preaching! This week: • CPI tomorrow at 8:30 AM • PPI Wednesday at 8:30 AM • $ASML Wednesday before the open • $TSM Thursday after hours • Major bank earnings kick off tomorrow ($JPM, $C, $WFC, $BAC, $GS) • $NFLX Thursday after hours • Trump is scheduled to speak Thursday evening Last time Trump had a scheduled public address like this, it coincided almost perfectly with the late-March 2026 bottom. Could it be another coincidence? Maybe. Either way, we trade what's in front of us while keeping that in the back of our minds. It's been a frustrating, headline-driven market with big-time volatility. KOSPI, war headlines, tariffs, interest rates, oil spikes, and stretched positioning may all end up being a blessing in disguise for a market that badly needed a reset, and we're finally getting that. At the same time, after what looks like meaningful de-risking and several great stocks pulling back to incredible levels, it's hard to get bearish down here. I have no strong conviction on direction yet. But one thing I do know is that we don't have to be first. Let the market show its hand clearly. Drawdown control will always be my No. 1 priority. I know this isn’t the sexy, popular opinion to slap on 3x bull ETFs. But preserving mental and financial capital through these hard-penny phases is what keeps us ready when the real opportunity finally shows up. Sharing my unfiltered perspective as always. Should be a very interesting second half of the week. Gotta stay ready to strike if it does🤞


















