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

[dushensiao]

people buying the dip eow cfm green

 

[bladez87]

Can't sign up for deepseek account...

 

[ahboy82]

Wtf the dip is so lameeeee

 

[tyhand39]

if deepseek performance & claim is true, ccp will capitalize on in & invade take back tw

LOL... 1 deepseek LLM, CCP can invade TW liao... jin satki

 

[cyke69sg]

Wtf the dip is so lameeeee

everyone buying

pre market is nonsense one.

 

[charsiewfan]

Tried the deepseek deep thinking, it can’t even calculate CPF properly, keep thinking and reasoning for 10 minutes still no answer.

ChatGPT can answer within 1-2 minutes

 

[joshwong11]

The hype is about building AI Agents and website, SAAS, etc

The chat is used for product planning and requirement.

AI or LLM like these actually is forecasted to be gone in 3 to 5 yeaars, replaced by another thing... so nobody really care about what Trump want to censor on ChatGPT and XI want to censor on DeepSeek.

this was what happened in china

ya thats y deepseek most likely kill the entire AI startup scene n tech stock market for China that is already dying. the existing big tech companies in china will continue to stay alive by adding AI to their products n lowering their costs. pure AI startups like OpenAI dont want open source n chose to slowly debut their models and new applications because they r seeking a way to monetize to fund their r&d towards AGI for the long term. This way they can challenge the big tech bros like google/microsoft. hype is good for stock market n for startups to get funding. deepseek open source do nothing except to inflate CCP ego to show they are at the front of AI race when they are not since openai hasnt even revealed all their cards.

 

[Coaster]

I wonder whether the Chinese students shorted these stocks before they release their model.

 

[vbhelper]

Tried the deepseek deep thinking, it can’t even calculate CPF properly, keep thinking and reasoning for 10 minutes still no answer.

ChatGPT can answer within 1-2 minutes

so cui
buying 10000 Nvidia nao!

 

[ichinisan]

Plunge is nothing new

 

[Amosyee002]

Morgan Stanley and Fidelity Investments have paper training accounts? You have to show me.

1. I come to HWZ because I've been coming here for almost 30 years. It's kind of a habit. Please look at my account age. It is actually created pre-2000 before the first major forum revamp.
2. My progress to this day was documented in the MONEY MIND forum back in 2017 when I asked for advice on what to do with my shares worth 300k. That was 8 freaking years ago. It's not exactly CSB if you look at how semiconductor stocks have been performing in recent years.
3. I worked for Broadcom from when they were still called Avago. What I have now is a culmination of options, grants, and purchases I made when I was working there.

I don't need to tell people to buy Broadcom stocks. I knew Hock personally even as a rank-and-file employee. I know how he is like and what a miracle he is to the company formally known as the SPG department in Agilent.

Broadcom is now the eighth largest trillion dollar company in the US.

Ok i believe u

 

[Weaboo]

i believe ts...

ts u buying more?

 

[dushensiao]

Tbh I dare not open. 33% of my portfolio is in nvda and I heard premarket -11% lol

recovering, eow should be back to 140

 

[manics]

most related technology stocks are falling.

but you see stocks in other industries - prices are moving up

even though the fundamentals in every industry/segment did not change from yesterday. i.e. there is no fundamental difference.

quite irrational, as to what we normally know the stock market is efficient.

 

[doogyhatts]

Nvda went back to 126.

 

[manics]

waiting for adam khoo to give his thoughts on this.

 

[Nevereatrice]

Disappointing. Didn't drop much leh no discount

 

[VEF888]

Tried the deepseek deep thinking, it can’t even calculate CPF properly, keep thinking and reasoning for 10 minutes still no answer.

ChatGPT can answer within 1-2 minutes

think it's some overstatement bah , if software can really outperform hardware, you should be able to do the same for bitcoin mining or improve gaming via drivers instead of GPU or o/s over CPU.

 

[amekago]

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.

yeap was lucky, exited NVDA last Friday at 148.50, got a hunch a correction was coming

now camping for the dip to reenter

 

[soulblader_89]

Don't miss the boat again!!!!