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

[buttbERry]

can got pic got talk bo?

 

[fortunecat]

Wah, you should have at least 10 million in stock market?

 

[waterlucky]

Deepseek is DeepShit Winnie the Pooh answer to Trump

 

[sales69]

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.

According to this article, they are using Nvidia's H800 gpus.

https://www.scmp.com/tech/tech-tren...nese-start-changing-how-ai-models-are-trained

 

[Humster]

Talking about scale, it certain can scale with more hardware, develop more sophisticated model in shorter time. Imagine the efficiency of innovative software approach combine with better hardware, and Trump will start pissing his pant.

You kinda forget once a breakthrough gets out of the bag, the bigger fishes with endless fund gonna come in.
You do X, ppl can do X too.
It happened for Silverware, happened to Aluminium, more recently EVs.

 

[buttbERry]

how come today so jialat?

 

[Mecisteus]

Heng I already cashed out 6 digits profits.

 

[Tabula Rasa]

sibei jialat this is like the Japan yen swop flash crash

Not so bad.

Yet...

 

[Thoreldan]

Market so red just in time to celebrate CNY huat ah

The coming fomc fed rates on 初一 will be interesting to watch.

 

[econ food]

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

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!!

Chu don't scare. Chu still have broadcom stock.

 

[Tabula Rasa]

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

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!!

You all in NVDA is it?

 

[Woof24]

I just all in hyflux bro

 

[Tyrian]

Paper loss?

 

[vbhelper]

no screenshot no talk

 

[econ food]

Again chu go hoilday ba. Tw mm wait for chu in ktv. Sang love .

 

[PaprikaSG]

haolian thread

 

[Iyarash11]

anything on ccp tech breakthrough most likely bullshiat
no fundamental all rely on stealing, smuggling, cannon ball fairies via ownself setup overseas' nth parties media, very soon truth will out, all using the opportunity to pull a fast one. same trick keep recycling.

 

[econ food]

haolian thread

At least he is millionaire. Top up cpf fbs no problem.

 

[Tyrian]

Need more sea of red.

 

[econ food]

no screenshot no talk

Last time he alr post his 2m.