The market wants Deepseek Freak-OUT to be an immediate existing threat to US technology and AI control. But don't be convinced that DeepSeek is not a deeper fake from an investor's point of view.
Remember why Deepseek Mania began to appear around social media with some familiar influencers' accounts like Marc Andreessen, and remember why Social Madia was embedded in some MARC Andreessen accounts. budget.
BIG AI costumes spend a lot of money on R & D and need tips required to support AI infrastructure. That's why chip maker NVIDIA is the loved one in such a market, and if Deepseek can do it better and less, the stock stagnates on Monday and the market is $ 500 billion before finishing lunch. I lost value.
In the next few weeks, Wall Street Tech analysts have advertised how Chinese companies have been able to fly around the US high -tech giant with AI. If you are betting on companies like NVIDIA, this story is very dangerous from a perspective: Chinese are better known for borrowing things from the United States, rather than innovating them.
Trump was the reason he engaged in a trade war after hearing a complaint from a large company in the United States during his first term. party.
All companies based in China are managed by CCP. China's ordinance is on the verge of selling a popular short video application, Tiktok, and is facing the ban on US app store for CCP.
I don't know how DeepSeek has reached anything other than what I am reading. It was started by a mathematical hedge fund trader named Liang Wenfeng, which “outmart” a high -tech company in the United States (Outmart “). The headline of the Wall Street Journal mentions)
He couldn't get their wonderful US chips for so many expensive reasons, so he came up with an innovation on the lawn of his home, inexpensive, good, and faster. Ta.
If this is actually true, you can see why this is bad for our high -tech stocks, and if this story is not retained, why freakout is trying to reverse itself.
Among the analysts and high -tech companies in Wall Street, such as Microsoft and Openai, DeepSeek actually uses Jensen Huang's NVIDIA technology or chips, or the Communist Party Chinese government effectively funds. We are investigating whether it is provided.
Dan Ives, a prominent high-technalist, is a person who has not completely purchased the story of DeepSeek Rags-to Riches. He does not disagree with the quality of the product. However, it is impossible to create such a good one with an investment story of only $ 6 million sold in the market.
The market is currently considering the skepticism theory of being witnessed by NVIDIA's rebound on Tuesday, along with other technical names. And if the Ibus is right, and if there is something that is more than your eyes, there is a deeper thing, the one just down will go up.
The person in charge of DeepSeek did not return the comments.
