This is a visionary CEO with the most excellent view. Anything that can lower cost is indeed good news. Lower cost means more applications, more usage and thus more demand for chips. More business for chip producting company. With lower version chip, DeepSeek can achieved such good results. Image if using higher version chip, what could the results be? AI can advance much faster.
Great article. Stock will recover from all these limitations, tapering. As companies perform better, prices will recover... Evaluate and seek out good companies...
What goes up must come down. Some adjustments will happen, basically due to profit taking. Just need to find excuses to adjust and take profit. All those reasons have been around for some time, don't you think so?
Due to new tightening policy, some companies are affected in some ways. This maybe the beginning of things, can monitor those good companies with good fundamental and growth, buy if price is right. Things will recover later. Please do due diligence check and evaluate portfolio. Happy investing.