Buy the dip when it turns out DeepSeek is nothing more than a cheap knock-off run by a company that has no ability to innovate, only steal (like literally all Chinese junk companies).
from what I can tell, deepseek is the first round in the democratization of AI. Other models will come forward that don't need so much expensive nvidia gear to train.
this will be bad for hardware companies that can't adapt to a lower cost, lower margin model.
this will be good for other companies...of course companies that use AI will benefit from cheaper AI. And cloud companies will benefit from AI becoming affordable to just about every company. Use will grow. Maybe utilities will benefit from more electricity demand?
But I can't see how Nvidia keeps up its monopoly status here...I would rather not own that stock. Of course I have to because it's so enormous and a big part of the SP500 and tech indices.
A point raised in an article I read today notes that increasing demand for AI overall may offset the additional new offerings in chips, and demand may remain high. It would also be helpful to know how reliable and well supported the new DeepSeek AI product is.
from what I can tell, deepseek is the first round in the democratization of AI. Other models will come forward that don't need so much expensive nvidia gear to train.
this will be bad for hardware companies that can't adapt to a lower cost, lower margin model.
this will be good for other companies...of course companies that use AI will benefit from cheaper AI. And cloud companies will benefit from AI becoming affordable to just about every company. Use will grow. Maybe utilities will benefit from more electricity demand?
But I can't see how Nvidia keeps up its monopoly status here...I would rather not own that stock. Of course I have to because it's so enormous and a big part of the SP500 and tech indices.
A point raised in an article I read today notes that increasing demand for AI overall may offset the additional new offerings in chips, and demand may remain high. It would also be helpful to know how reliable and well supported the new DeepSeek AI product is.
yeah cheap AI will be good for the users, bad for the hardware makers.
Apple is soaring today because they may not have to pay so much for AI hardware. Meta is flat. Amzn down only a little because its cloud will be more needed when more use cheap AI
meanwhile hardware maker NVDA is down 18%.
amazing stuff.
Not sure why anyone would buy NVDA right now. Doomed at these valuations.
A point raised in an article I read today notes that increasing demand for AI overall may offset the additional new offerings in chips, and demand may remain high. It would also be helpful to know how reliable and well supported the new DeepSeek AI product is.
yeah cheap AI will be good for the users, bad for the hardware makers.
Apple is soaring today because they may not have to pay so much for AI hardware. Meta is flat. Amzn down only a little because its cloud will be more needed when more use cheap AI
meanwhile hardware maker NVDA is down 18%.
amazing stuff.
Not sure why anyone would buy NVDA right now. Doomed at these valuations.
Add to that the timing of this announcement and rollout, which pretty much couldn't be worse.
Tech earnings start this week. So, even if the tech titans announce stellar earnings, that will be minimized simply by these latest developments which point to a changing marketplace. Good earnings would likely be met with selling on the news strategizing.
yeah cheap AI will be good for the users, bad for the hardware makers.
Apple is soaring today because they may not have to pay so much for AI hardware. Meta is flat. Amzn down only a little because its cloud will be more needed when more use cheap AI
meanwhile hardware maker NVDA is down 18%.
amazing stuff.
Not sure why anyone would buy NVDA right now. Doomed at these valuations.
Add to that the timing of this announcement and rollout, which pretty much couldn't be worse.
Tech earnings start this week. So, even if the tech titans announce stellar earnings, that will be minimized simply by these latest developments which point to a changing marketplace. Good earnings would likely be met with selling on the news strategizing.
I expect earnings are not going to be stellar. I honestly hope it gives the market a reality check as it currently needs one.
Add to that the timing of this announcement and rollout, which pretty much couldn't be worse.
Tech earnings start this week. So, even if the tech titans announce stellar earnings, that will be minimized simply by these latest developments which point to a changing marketplace. Good earnings would likely be met with selling on the news strategizing.
I expect earnings are not going to be stellar. I honestly hope it gives the market a reality check as it currently needs one.
I think we should be pretty confident about earnings...the economy is booming and companies are raking it in. But today might have, as seattle said, made past earnings for some companies less relevant.
As Treasury Secretary, I’m committed to eliminating income taxes, replacing them with a fair consumption tax, and adopting a gold-backed currency. We’ll erase debt, restore financial privacy, and unlock new technologies for a prosperous future. The golden age starts now. pic.twitter.com/bWC25Q84wY
tsla down 5% after hours, after falling 2% in the regular.
tsla down 15% in a week.
forgot all about that one, but watching Microsoft keenly, which was down as much as an additional 4% on top of the 1% downturn in the regular session. But now leveling off, just down an additional 1% from the close.
Tesla seems to be digging itself out of the hole as well.
This post was edited 48 seconds after it was posted.
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typo
tsla down 5% after hours, after falling 2% in the regular.
tsla down 15% in a week.
forgot all about that one, but watching Microsoft keenly, which was down as much as an additional 4% on top of the 1% downturn in the regular session. But now leveling off, just down an additional 1% from the close.
Tesla seems to be digging itself out of the hole as well.
Tech stocks up another 7% from this ill advised tweet.
Albert Edwards @albertedwards99 Another indicator that the tech party might be nearing its end. Credit spreads are giving the same warning as before the 2001 Nasdaq crash. They say a fish rots from the head down and with Tech now 30%+ of the S&P, it's going to get very smelly from hereon-in. HT @dailychartbook
Bravos Research @bravosresearch History tells us it’s about to get painful More inversion days = deeper drawdown We’re already at +700 days This ONLY happened in 1929
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