hawshy
01-28

The recent news about DeepSeek has definitely got people talking! While it's true that they need lesser powerful $NVIDIA(NVDA)$  chips (who know which chip they use??), it seems like they're not as reliant on them as other AI models. This is interesting, but I don't think it's a major threat to Nvidia in the long run. Here's why:

 - Nvidia's still the leader: Nvidia's GPUs are still top-of-the-line for AI, and their overall performance is hard to beat.

 - DeepSeek's still new: DeepSeek is impressive, but it's got a way to go before it can match the accuracy and versatility of models like GPT-4.

 - The AI pie is growing: The demand for AI is exploding, and that means more need for powerful hardware overall. Nvidia's in a great spot to benefit from this growth.

I see the drop was mainly because of Japan raising interest rates, it could cause some short-term market jitters. But historically, things tend to stabilize pretty quickly.

Overall, I'm still bullish on Nvidia. DeepSeek is an interesting development, but Nvidia's long-term prospects in the AI world remain strong!

Nvidia's Moat is Gone: Avoid or Buy the Dip Under $100?
DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?
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