[彻夜难眠●不敢相信] Nvidia, Super Micro Computer all 惨重大跌.... whats happening to AI theme?

econ food

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You better pray DeepSeek is actually million of minions in a factory googling and answering your inputs.

If not, NVDA will crash to the abyss and never recover.

If you don't listen to me 1 month ago to take profit and sell all your stocks, then don't cry now
Chu now buy what stocks?
 

AuraKUPO

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So what did they say? Because its Opensource?
"Deepseek R1 is one of the most amazing and impressive breakthroughs I've ever seen," said Marc Andreessen, the Silicon Valley venture capitalist who has been advising President Trump, in an X post on Friday."

"DeepSeek said training one of its latest models cost $5.6 million, compared with the $100 million to $1 billion range cited last year by Dario Amodei, chief executive of the AI developer Anthropic, as the cost of building a model."

"Barrett Woodside, co-founder of the San Francisco AI hardware company Positron, said he and his colleagues have been abuzz about DeepSeek. "It's very cool," said Woodside, pointing to DeepSeek's open-source models in which the software code behind the AI model is made available free."

"Anthony Poo, co-founder of a Silicon Valley-based startup using generative AI to predict financial returns, said his company moved to DeepSeek from Anthropic's Claude model in September. Tests showed DeepSeek performed similarly for around one-fourth of the cost."

I think faster sell your nvda before the crash from red to abyss
 

Ghostpel

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China will reverse engineer Nvidia H100 chips. That’s how dangerous China copycat is. Trump must take quick action to stop it. He must also look at which countries are indirectly letting China to get hold of the chips. Sanctions must be imposed on these countries.
 

project_00

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Did you take profit already?

https://finance.yahoo.com/news/asml-sinks-china-ai-startup-081823609.html

Nvidia Corp. and ASML Holding NV shares plunged early Monday as Chinese artificial intelligence startup DeepSeek appeared to provide comparable performance to Western chatbots at a fraction of the price.
Nvidia shares fell about 9% in premarket trading, while ASML’s shares dropped as much as 11% to €626.20 apiece in Amsterdam trading, the biggest intraday drop since Oct. 15. The technology heavy Nasdaq 100 futures index also slumped.
 

jack-320

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I though EDMW advise is buy when stock price is high and popular
 
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