NVIDIA’s stock dropped again, further validating DeepSeek’s impact on the computing cost of large models. Meanwhile, Tencent’s Yuanbao app has climbed to the top of the free app download rankings in China’s Apple App Store, surpassing DeepSeek.
That said, I’ve decided to continue holding NVIDIA because I believe in its long-term growth—chips remain indispensable.
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- FrankRebecca·2025-03-06It's great to hear your conviction for NVIDIALikeReport