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

Hyruga

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In the last 5 days cumulative, Nvidia went up 4.55%.

In the last 1 month, it went up 5% overall.

In the last 6 months, it went up 27%
 

人造人16 号

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drop a few % nia why worry?

Today so many crypto drop more than 10%, dont see any crypto bros panic...
 

dereth

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Wah... market not even opened I lost over S$700k liao due to the DeepSeek scare. :ROFLMAO:

Ah well, this CNY very exciting and very red indeed! If you have any spare cash on hand, it's the best time to enter the market. Dun say bojio!! 📉(y)

Let's take a look at how it is before market opens today... Can still laugh... later cry liao... LOL 🥲
Remember this is in USD. You go convert see how much lah...
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AuraKUPO

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Uh.. its says nothing about whats powering DeepSeek.
Using Nvidia cards? AMD? Daisy chain yesteryear hardware?
$5.6 million is only the compute training, it doesn't include the cost of research, human resources, other related stuff like hardware. Unless those things are free I hardly see how its that cheap.
Let's see market is right or you are right tonight.
 

FireEmblem

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Exactly this is what people believe. But guess what, Deepseek is just the outlier able to provide more innovative approach because of the export hardware constraint by the US. But don't anyone feel that Deepseek can even do more with more powerful Nivida GPU, creating thing that far beyond current generative AI, like Adanced General Intelligence (AGI).

Very soon, Nvidia's stock will go again, making a fool of everyone that didn't see the rationality.

People really need to read the article on how Deepseek develop its model critically, rather than just take at news level.

You are the one who has no idea what is going on.

US do not want Nvidia's better chips to go to china already and with China making their AI open sourced means many people know they buy Nvidia's lower end chips can do as good as open AI etc US models.

So why people will buy Nvidia's better chips?

Unless US has major breakthrough, so short term demand for Nvidia chip sure go down
 

AngryBirdBird

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Wah... market not even opened I lost over S$700k liao due to the DeepSeek scare. :ROFLMAO:

Ah well, this CNY very exciting and very red indeed! If you have any spare cash on hand, it's the best time to enter the market. Dun say bojio!! 📉(y)
Which stock
 
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