My raw thoughts on @deepseek_a-To The Moon - Tiger Brokers Online Investing Community - To The Moon

My raw thoughts on @deepseek_ai and its impact

Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership.

If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up.

DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune.

But there is more to this story....

Nvidia's Moat is Gone: Avoid or Buy the Dip at $100?

DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Queengirlypops
01-27
Queengirlypops
Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀
hmanxx
01-27
hmanxx
when did science have a miracle without effort.
I don't believe this shit
ICEsh00ter
01-27
ICEsh00ter
overpromise will under deliver. buy the dip.
Barcode
01-27
Barcode
Test

Leave a comment

4

3

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":397027703459968,"tweetId":"397027703459968","gmtCreate":1737955700176,"gmtModify":1737956836140,"author":{"id":3563842318594455,"idStr":"3563842318594455","authorId":3563842318594455,"authorIdStr":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/2643891549304031c32c05b207f0f2b6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.19","exceedPercentage":"93.58%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":345,"starInvestorFlag":false},"themes":[{"themeId":"aec6e09034414883b0bc077eb412f043","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia's Moat is Gone: Avoid or Buy the Dip at $100?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":aec6e09034414883b0bc077eb412f043}&rnconfig={\"headerBarHidden\": true}","description":"DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market.\n-------------\nDoes it mean Nvidia's moat is gone?\n you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? \nWhat's your target price to buy the dip?","image":"https://community-static.tradeup.com/news/73d8eb03191a3fa77e66ecd483061b0c"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>My raw thoughts on @deepseek_ai and its impact</p>\n<p>Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership.</p>\n<p>If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up.</p>\n<p>DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune.</p>\n<p>But there is more to this story....</p></body></html>","htmlText":"<html><head></head><body><p>My raw thoughts on @deepseek_ai and its impact</p>\n<p>Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership.</p>\n<p>If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up.</p>\n<p>DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune.</p>\n<p>But there is more to this story....</p></body></html>","text":"My raw thoughts on @deepseek_ai and its impact Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership. If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up. DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune. But there is more to this story....","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/397027703459968","repostId":0,"isVote":1,"tweetType":1,"viewCount":3063,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":668,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":397040866701384,"commentId":"397040866701384","gmtCreate":1737959099587,"gmtModify":1737959238731,"authorId":4185249037082782,"author":{"id":4185249037082782,"idStr":"4185249037082782","authorId":4185249037082782,"name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397027703459968,"objectIdStr":"397027703459968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀","text":"Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀","html":"Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":397115728961928,"commentId":"397115728961928","gmtCreate":1737977301205,"gmtModify":1737983127450,"authorId":3558234450848812,"author":{"id":3558234450848812,"idStr":"3558234450848812","authorId":3558234450848812,"name":"hmanxx","avatar":"https://static.tigerbbs.com/b284affa93fb4bcfb22a9bd59c3f1d6d","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.15","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397027703459968,"objectIdStr":"397027703459968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"when did science have a miracle without effort. <br>\nI don't believe this shit","text":"when did science have a miracle without effort. <br>\nI don't believe this shit","html":"when did science have a miracle without effort. <br>\nI don't believe this shit","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":397041712546416,"commentId":"397041712546416","gmtCreate":1737959321045,"gmtModify":1737959326149,"authorId":3568262728204718,"author":{"id":3568262728204718,"idStr":"3568262728204718","authorId":3568262728204718,"name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","vip":1,"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397027703459968,"objectIdStr":"397027703459968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"overpromise will under deliver. buy the dip.","text":"overpromise will under deliver. buy the dip.","html":"overpromise will under deliver. buy the dip.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":397042127270032,"commentId":"397042127270032","gmtCreate":1737959153857,"gmtModify":1737959158617,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":397027703459968,"objectIdStr":"397027703459968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Test","text":"Test","html":"Test","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/397027703459968"}