DeepSeek: A Game-Changer for China or a Wake-Up Call for U.S. AI?
The Soviet Union launched the first artificial satellite, Sputnik 1, on October 4, 1957. This event marked the beginning of the Space Race between the Soviet Union and the United States. The successful launch of Sputnik 1 shocked the U.S. because it demonstrated Soviet advancements in space technology and intercontinental ballistic missile (ICBM) capabilities. In response, the U.S. significantly increased investments in science, technology, and education, leading to: • The creation of NASA in 1958. • The establishment of the National Defense Education Act (NDEA) to boost STEM education. • Increased funding for research and development in aerospace and military technology. This competition eventually led to major American achievements, including the Apollo 11 Moon landing in 1969. Dee
$NVIDIA(NVDA)$ When OpenAI introduced ChatGPT, many speculated that it could challenge Google’s dominance in the search engine market. I remember google crashed to $80+ range due to this news. Despite these concerns, fast forward today, Google maintained its stronghold, commanding more than 80% of the global search engine market share. While Google’s stock experienced fluctuations when ChatGPT introduced to the market, Google eventually rebounded, reaffirming the company’s robust position in the industry. Currently, a parallel situation is unfolding with the emergence of DeepSeek, a Chinese AI startup. DeepSeek has developed an AI model that rivals existing technologies but operates at a fraction of the cost. This innovation has led to
$SUPER MICRO COMPUTER INC(SMCI)$ An Undervalued Gem or an Accounting Fraud in the AI-Powered Semiconductor Space? In August 2024, Hindenburg Research, a prominent short-selling firm, released a report accusing Super Micro Computer Inc. (SMCI) of accounting manipulation, export control failures, and undisclosed related-party transactions. These allegations led to a significant decline in SMCI’s stock value, which has fallen from its all time high of $114 to $18 in just 6 months. This has prompted investigations by regulatory bodies amid delisting risk. However, in January 2025, Hindenburg Research announced its closure, with founder Nathan Anderson citing personal reasons for shutting down the firm. This development has led to rene
$Palantir Technologies Inc.(PLTR)$ 🎢 Journey with PLTR: From $10 (2020) > $35 (2021) > $6 (2022) to $80 ($2024) I started buying PLTR shares the day it went public $10, driven by my belief that data intelligence is the future. In Jan 2021, the stock quickly soared to an all-time high of $35. As people say, the faster it rises, the harder it crash. And indeed it crashed to $6 on Dec 2022. During the low period, I continue to hold on and even bought more shares. That was a period when the market was filled with doubt, negativity, and uncertainty about PLTR’s potential. Going against the crowd wasn’t easy—it took a lot of courage to invest when others were skeptical. Fast forward to today, and PLTR has skyro
$Tesla Motors(TSLA)$ The stock market is the only place where people don’t like discounts. I often hear people say, ‘My stock dropped 50%! What should I do? Should I sell?’ My answer: If you bought a quality company at $100, you should be even happier if it drops to $50 tomorrow—that’s your chance to buy more!(thats me, TSLA dropped from $400 to $101 and I just bought more and more). $4 k only can buy 10 units of TSLA share at $400 but 40 shares of TSLA at $101. Today, TSLA is back above $400 after 2 years of my wait despite people telling me TSLA has no future when I bought at $101. Trust your research, stay unemotional, and focus on the long term. In time, you’ll see the rewards.
$Advanced Micro Devices(AMD)$ AMD Share price is at 52 weeks low now. EPS and Revenue are both increasing but not share price. AMD has very solid data center and they produce chips for AI as well. Looks like an opportunity due to price mismatch. Huge margin of safety as compared to other chips stock.
Buy at max fear, sell at max greed. quoted warren buffet 2020, you were thinking why didn't invest in Tesla? Now the opportunity is back? In supermarket, people like to buy things at discount, but not stock market. Weird