I'm still bullish on both $NVIDIA(NVDA)$ and also China assets. Just because deepseek is built on older chips does not mean that American companies like nvidia is going to go down hill. Precisely because of algorithms innovation from deepseek allows much more room to for AI to grow, allowing for even more potential for the high end chips.
Also people should stop udmerestimating china. Yes I agree that China stocks are more "risky" because of the unpredictable nature of the government. But we have to constantly keep in mind that China produces the most number of STEM students and also publish most number of research papers every year. Sooner or later, or even now they should be recognize as a strong tech powerhouse.
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