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

[AuraKUPO]

Deepseek can achieve so much with so little capex and opex. Nvidia will down at least 50%

Better crash to $10 lor

 

[Evil_Boss]

how come got 2 screenshot? which is which?

 

[ThinkMe]

Bee tang liao!!

鴻運當頭

 

[lowveld]

jitpai really deep sh**!

 

[PaboJames]

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

The market that is damn hungry for their chip, they cannot sell to.

If china somehow manage to become self sufficient in their own chip demands....might be another nail to the coffin

 

[LoUsyGamER]

Ts margin trade la. Haha. Don't burn backside.

 

[artncraft]

DeepSeek will result in other companies producing more AIs that perform even better at a fraction of ChatGPT's cost.

 

[Litmuss]

Futures turning around from its worst.

 

[Ye_Rongtian]

Call me when deepsex is released.

 

[The_Davis]

haolian thread

Seems like every ah mao ah gou got millions in stock market leh

 

[Nevereatrice]

Vix now in the fear zone confirm market gg later

 

[hoks]

So deepseek ish real? 山寨版 really better than original?

 

[F3Rm1nat0r]

Deepseek only need so little computing power to achieve the same AI model means all upstream hardware supplier all die cock stand...

about time


Read HWZ Forum Rules!

 

[coyote]

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.

Is this what we called the butterfly effect? Something happened so far away from America also can cause a huge tsunami on the stock market...

 

[(o.o)y]

Better crash to $10 lor

There will likely be significantly less demand for nvidia gpu in the near future. We dont need that much for AI development as proven by deepseek.

 

[artncraft]

So deepseek ish real? 山寨版 really better than original?

On par, but much cheaper to use.

 

[LoUsyGamER]

Still up 20%+ for me lol

Haha same. Deep in green.

 

[AuraKUPO]

The market that is damn hungry for their chip, they cannot sell to.

If china somehow manage to become self sufficient in their own chip demands....might be another nail to the coffin

USA can eat NVDA chip everyday for meals now. China don't even need their chips now.

 

[Nevereatrice]

Nvda now -180 usd per share if pre split price

 

[hoks]

On par, but much cheaper to use.

So it's really possible? It's like a few young chaps in China can trump all the geniuses in Google/ms/meta...etc.