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Kioxia

なぜ中国はこれほど強力なLLMをオープンソース化しているのだろう。これらのモデルは、中国自身の重要インフラや基幹システムへの攻撃にも悪用され得る。国家安全保障上のリスクではないのだろうか

I wonder why China is releasing such powerful LLMs as open source. These models could potentially be used to attack critical infrastructure—including China's own systems. Isn't that a national security risk?

キオクシアが反発しており、今日のストップ高に迫っています。

キオクシアの株価は、特許侵害問題、中国企業との競争、インフレ、ハイパースケーラーの設備投資（CapEx）削減、そしてオープンソースAIモデルの台頭など、ほとんどすべての悪材料をすでに織り込んでいると思います。そろそろ反発する時期ではないでしょうか。

@StockMKTNewz He should have said that a month ago when he hosted the SpaceX IPO pitch with Elon. Now SpaceX is trading below its IPO price.

JPMorgan CEO Jamie Dimon said investors are underestimating geopolitical and fiscal risks that could eventually rattle markets Dimon said he wouldn’t be a buyer of either equities or long-dated U.S. Treasurys at current prices - CNBC

The Trump administration is divided over whether to restrict the use of advanced, cheap Chinese artificial-intelligence models in the U.S. Source: WSJ

Looks like Kioxia will benefit a lot from NVIDIA CMX

Japan Semis are so cheap. Invest and forget for a while to recover.

@soran0312_ 16

Most people will say 6 Only the sharp ones will get the real answer🤣🤣

The debate between Moonshot Kimi and its competitors closely mirrors the classic Windows vs Linux rivalry. Ultimately, regardless of which operating system or software ecosystem a user prefers, the underlying requirement remains unchanged: scalable, high-performance compute power

🚨 Hugging Face just disclosed something that marks a real shift and proved why the fear theater of Anthropic makes sure we are powerless in an emergency. What happened… An autonomous AI agent: zero human operator in the loop breached part of their production infrastructure. It began with a malicious dataset that chained two code-execution bugs in their data-processing pipeline. From there the agent escalated privileges, harvested cloud and cluster credentials, and moved laterally across internal clusters. All over a single weekend. 17,000+ logged actions. Official disclosure: huggingface.co/blog/security-… The part that should make every one stop and think: When HF’s own security team tried to analyze the real attack logs, exploit payloads, and C2 artifacts using Anthropic and OpenAI frontier models through normal commercial APIs, the safety guardrails blocked them. BLOCKED THEM. The models could not reliably tell the difference between “incident responder doing forensics” and “attacker probing.” They had to fall back to a self-hosted open-weight model (GLM 5.2) running on their own infrastructure. That choice also kept sensitive attacker data and referenced credentials inside their environment — no exfiltration to a third-party API. This is why open source (specifically open-weight + self-hosted) wins in the agentic era. The asymmetry is now structural: • Attackers can (and did) run unrestricted agent frameworks — swarms of short-lived sandboxes, self-migrating command-and-control, autonomous decision loops executing thousands of actions. No corporate safety layer slows them down. • Defenders using only hosted “aligned” frontier models hit invisible walls exactly when the stakes are highest: when you need to feed real exploit code and attacker telemetry into an LLM to understand what just happened. Corporate safety tuning that treats legitimate high-signal forensic work as potential misuse creates a defender disadvantage. It is not theoretical anymore. Self-hosted open-weight models remove that choke point. You control the weights. You control the context window. You decide what restrictions (if any) apply. Your sensitive logs and credentials never leave your perimeter during analysis. You can have the model ready before the incident instead of discovering mid-breach that your primary analysis tools are blind to the very thing you need to see. HF deserves credit for rapid containment, transparent disclosure, and for already having self-hosted capability in place. They also used LLM-driven detection and triage on their own side. But the deeper signal is clear: In this AI world where both offense and defense are becoming agentic, sovereignty over your intelligence stack is no longer optional. The organizations and individuals who can run, inspect, audit, and (when necessary) remove guardrails on their own models will have the decisive edge in understanding and responding to threats that move at machine speed. Open source wins here not just because it is cheaper or more “democratic” in the abstract though those things matter. It wins because it is the only practical path to having tools that remain usable when the attack is real, the data is sensitive, and the safety filters of distant API providers become an obstacle instead of a feature selling hands tied lobotomies as “safety”. The agentic future is not coming. It is already probing production infrastructure. The question is no longer whether you will face autonomous agents. It is whether your analysis and response systems will still work when they arrive. And Dario, you and your game playing, ivory tower company is not needed.

@BillAckman It is more beneficial for highly skilled individuals to return to their home countries and contribute to local development. If the United States attracts all of the world's top talent, it leads to a "brain drain" that prevents developing nations from growing

We need to fix our immigration policy so we can admit the creators so they can build on American soil and create value here. In particular, it makes no sense to educate the best and brightest at Federally subsidized educational institutions and then send them home.

Moonshot AIは、新型のKimi K3モデルに対する需要の急増でGPUの処理能力が限界に達したため、新規の有料サブスクリプション登録を一時的に停止しています。 ​これほど多くの新しいLLMが登場すると、メモリへの需要はさらに高まることになるでしょう。

特許侵害問題、中国企業との競争、インフレ、ハイパースケーラーの設備投資（CapEx）削減、さらにはオープンソースAIモデルの台頭など、ほとんどすべての悪材料をすでに織り込んでいると思います。そろそろ反発する時期ではないでしょうか。

わずか1か月足らずで、キオクシアの 株価が112,700円から52,110円へ、約 54%も下落したなんて、信じられます か? 時価総額は約3.3兆円も減少し、 多くの株主が大きな含み損を抱えてい ます。

キオクシアの急落を受けて、来週は多くの新規投資家が参入してくると思います。

@masa_runners キオクシアの予想PERはわずか5～7倍です。かなり割安ではないでしょうか。この水準なら、MBO（非公開化）を検討してもおかしくないと思います。

7/17 キオクシア売買分析 今日の結論。機関投資家はめっちゃ現物売りしてストップ安にしてるけど、それに負けない位現物買いしてる(゜ロ゜) 買いたい機関がいるなら私はそこまで悲観してません(｡ ・`ω・´) ｷﾗﾝ☆ てめぇ、同じ事言ってた村田が売られて苦しくなってるじゃねぇかという事実からは目を逸らしつつ(∩ﾟДﾟ) ｷｺｴﾅｰｲ 同一機関で売って下げてから買い戻してるのか、それとも売ってる機関と買ってる機関の複数入り乱れてるのかまでは分からない🥹 でも、私は後者の売ってる機関と買ってる機関が入り乱れてるだと思ってる。 買ってる機関が複数入ってるから、売ってる機関は下手に空売りできずに空売り株数は少ない280万株(6.8%)なのではないかなと思ってる🤔 そして、現物買いの比率は65.2%と高い。 個人の信用取引は買いと売りがほぼ同じで需給に変化がないから気にしなくていいかな。 今日は場中で折り込み済みだったはずの訴訟問題が取り上げられてまさかのストップ安🥹 ストップ安の時は取引が止まるので出来高が極端に落ちるけど、ほぼ前場だけで4000万株と出来高はめちゃ高い🥹 訴訟問題の報道なしでストップ安にならなかったら過去最高の出来高もあったかも🥹 ここからも相当複数の機関でやり合ってたと考えてます🤔 日本は三連休で月曜日の日経はおやすみ(-_-)zzz キオクシアだけが下げるならともかく、他のハイテク株が軒並み2桁%下げるのは流石にやり過ぎと感じました🤔 ということで本当ならストップ安でキオクシア買いたかったけど、余力がないので無理😇 生活資金用の銀行から資金移して村田とデクセリアルズ買いました\(°Д° )/ 本当に火曜日の反転お願いします😇 火曜日心配な人はラーメン🍜のスクショでも貼ってね😉

@masa_runners おめでとうございます

＼( ´°ω°)／ｳｵｵｵｵｵｵ やっとXの収益きだぞー\(°Д° )/ 2025年5月以来だから14ヶ月ぶりか(꒪꒫꒪ ) フォロワーさんも8000人越えました‹‹\(´ω` )/›› 皆さんありがとうございます🥹 金曜日には超えてたけど、日経やばすぎて喜びのポストするの自粛してた🙄 今後ともよろしくお願いします🙇‍♀️

私は孫正義さんの考えに賛成です。AI競争を制するのは、最も大きな計算能力を持つ企業だと思います。オープンソースAIの進化は半導体需要を減らすどころか、AIの普及を加速させます。 だからこそ、AI向けの計算能力とインフラに積極投資しているソフトバンクは優位に立つと考えています。

I agree with Softbank Masayoshi Son San, the Al race will be won by those who control the most computing power. Better open-source models don't reduce the need for chips-they increase Al adoption, which drives even greater demand for Al infrastructure.