Pinkspider
01-27

My raw thoughts on @deepseek_ai and its impact

Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership.

If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up.

DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune.

But there is more to this story....

NVIDIA Up 5 Days: Reclaim $130 or Time for Pullback?
Nvidia rises for 5 consecutive days since hitting a recent low of $115. Morgan Stanley analysts are divided on NVIDIA's outlook.Greater China analysts have lowered shipment expectations for the GB200 chip. North America analysts, however, remain bullish, seeing the recent DeepSeek-driven selloff as a buying opportunity and maintaining NVIDIA as a top pick. In a report released on February 6, Morgan Stanley semiconductor analysts set a price target of $152. ------------- What's your target price for NVIDIA rebound? Is NVIDIA your top pick?
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Comments

  • Queengirlypops
    01-27
    Queengirlypops
    Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀
  • hmanxx
    01-27
    hmanxx
    when did science have a miracle without effort.
    I don't believe this shit
  • ICEsh00ter
    01-27
    ICEsh00ter
    overpromise will under deliver. buy the dip.
  • Barcode
    01-27
    Barcode
    Test
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