I have not used deepseek yet despite all the rave. Been too busy but will definitely find time to try it out. The fear of competitor for Nvidia is real. AI will evolve at a crazy speed and no one can remain the top forever. I think there will be a sell off by investors to manage risk before the earnings report. Don’t think trump can save Nvidia unless he imposes policies to encourage Nvidia and push deepseek out of the US but that can backfire on the US if it never has the latest technology. So, I do expect Trump to pressure Huang to engage in an AI/ chips race with China just like its arms and space race.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet