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More air is coming out of the AI bubble as Moonshot AI’s Kimi K3 intensifies low-cost Chinese competition. $SPCX is now trading below $121, almost 11% below its IPO price and more than 46% below its high. AI isn’t a bubble, but AI stocks are. The bubble has likely already popped.

@peterschiff·Jul 20, 2026·3 sources·negative
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The article claims the AI stock bubble has popped, citing Moonshot AI's Kimi K3 increasing low-cost competition and $SPCX trading well below its IPO price.

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