Why was this “news” not reflected in market prices on Friday?
dumb thing about his is that Deepseek has 50k NVDA H100s. So they aren’t doing AI on the cheap, it’s not a low cost break though.
https://x.com/Banana3Stocks/status/1883784700566949986
https://x.com/TheTranscript_/status/1883097008900358262
They won’t say much when the market soon recovers most of the loss.
This really looks like market manipulation. It will be interesting to see who in DC gets richer from this. Somebody needs to some analysis on Nancy’s puts and orders of several of these tech stock.
China stealing more tech?
Going to but NVDIA on the dip. They will bounce back.