Given Deep Six is based on pirated nvidia chips……
MSN Money: “There is only one chip company in the world launching autonomous, robotics, and broader AI use cases, and that is Nvidia,” said Wedbush analyst Daniel Ives.
Bernstein has reiterated its outperform ratings on Nvidia, with a $175 price target, and Broadcom, with a $220 target, saying it continues to like those names within the U.S. semiconductor sector.”
My personal take...
After the initial shake-out, more voices calling for temperance rose to the surface.
While it is entirely possible that a more efficient model could lead to weakening demand for Nvidia’s chips, it is far from a guarantee. In fact, it could have the opposite effect: It could lead to increased demand. There is a concept in economics dubbed the Jevons Paradox that may apply here — that is, increased efficiency in a market leads to more demand, not less.
If DeepSeek’s model leads to AI models in general taking a leap forward in efficiency, I believe that AI applications will become more useful and ubiquitous, and thus demand will increase. We will see how this pans out, but the initial panic has subsided, and today saw Nvidia’s stock recover somewhat.
A fool and his money are some party... and the AI hawkers are partying all the way to their Cayman Island accounts.
I suspect the Nvidia chips are too expensive and too power hungry for consumer use. They’re probably too capable for widespread military use.
They’re great chips, but their market may not be as large as hoped for.
Be aware, I’m not a great investor. My mom with an eighth-grade education was a great investor.
“Technology stocks were rocked to their core”
NVDA still up 100% in a year.
2,000% in five years.
Go figure. ChiComms lied. Their spyware is a house of cards.
I bought NVDA Monday and yesterday. There’s nothing about DeepSeek that indicates the need for Nvidia’s GPUs is going to decline. And I don’t need the money short-term.
PELOSI DUMPED ALOT OF HER STOCK IN THAT COMPANY-—MAYBE GAINED ABOUT $12 M
That answer is easy: Yes, you should buy and hold. They have quite a moat around them in not just hardware, but CUDA software as well. Their PEG ratio is 1.02, which means it’s fairly priced for its growth.
I’ve made quite a bit off NVDA in the last couple years and I don’t see that changing. Not investment advice, of course.