i would say it is short-term bearish factor given deepseek is still largely untested in the long term and any movements will be more of knee jerk reactions from the market. i'll probably be looking to buy Nvidia if it falls to sub 120 price
i will definitely pick Alphabet because their constant innovations have always placed them at the forefront of being a technology leader. To add to that, their products have practically become mainstays among mainstream usage, like Google, Gmail, just to name a few