$NVIDIA(NVDA)$ This is exactly

$NVIDIA(NVDA)$ This is exactly what happens when a CEO can see microscopic quantum technology 15 years away, but can’t recognize competitive AI knocking at his doorstep as recently as November last year. (Caveat: I admit, I only heard of DeepSeek on Sunday.)

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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