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

[Prince_Of_Darkness_Dracul]

finally, seems like 1 thread about deepseek that the "one look can tell expert" have not yet come in

 

[Iyarash11]

futures mostly hot air nia

 

[artncraft]

China is also making progress in the EUV...

 

[gnoes85]

All these news are create to shake off hands in the current overheated market.
Just like Russia war, covid etc. All orchestrated by the black hands in the world. Just play along

 

[lovemyself123]

market crashing is it because PERIOD 9 FIRE

 

[dnsfpl]

how you lose 50k?

$10 away from ATH

you bot 5k shares?

 

[ckt1978]

What is the hell selloff to do with Nvidia? Nvidia is a hardware provider, and if DeepSeek can get more of Nvidia's high-end GPU, it can do much greater thing and scale larger with more sophisticated model. Nivida, Buy, Buy, Buy Nivida stock. Wish those who buy huat.

Did people not realize that Nivdia is significantly instrumental in creating Deepseek advanced model?

they dun need v advance gpu from nvda liao.
current tech is enuff. and china is now already cornering the lower end chips liao.

 

[project_00]

Are you ready to deploy your war chest? Not very often you see ES futures down 3% and NQ futures down 5% overnight.

Took some profit early this year. Where to deploy war chest?

 

[AuraKUPO]

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.

1/4 of the price and delivers the same or better result. Who cares smuggling or stealing.

 

[iMac]

Deepseek will be banned by Trump...unless it is sold to American company.....

 

[lovemyself123]

this is all because of period 9 fire

 

[Humster]

All these news are create to shake off hands in the current overheated market.
Just like Russia war, covid etc. All orchestrated by the black hands in the world. Just play along

But I want to know how black are the hands...
Characoal, Grey, Gunmetal, Jet black, Ebony, or the super black, Vantablack.

 

[Humster]

Deepseek will be banned by Trump...unless it is sold to American company.....

Its not even in US....

 

[sPacEmAn_sPiFf]

Deepseek will be banned by Trump...unless it is sold to American company.....

US AI-related stocks will keep falling until Trump announce deepseek is banned over security concerns

 

[Sprezatura]

What is the hell selloff to do with Nvidia? Nvidia is a hardware provider, and if DeepSeek can get more of Nvidia's high-end GPU, it can do much greater thing and scale larger with more sophisticated model. Nivida, Buy, Buy, Buy Nivida stock. Wish those who buy huat.

Did people not realize that Nivdia is significantly instrumental in creating Deepseek advanced model?

it's still important but it's overvalued since deepseek proven that you can do more with less

 

[Woof24]

完了完了什么都完了
通通都完了！！！

 

[project_00]

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

Not just China. All those tier 2 and tier 3 countries with chip restrictions will be very interested in using less GPUs to do the same amt of work too

 

[dereth]

This is part 1 before market opens... Can still smile and laugh. Haiz.

This is in USD btw.

 

[Hello_Kitty]

Already priced in. What else to watch for?

people always said priced in, but in the end still red red

 

[AuraKUPO]

See lah, if only you had listened to me 1 month ago to sell everything. Better luck next time.