To The Moon

DeepSeek is a massive tailwind for software companies -- here are 15 names to monitor 🧐1. $ServiceNow(NOW)$ -- Powers digital transformation through automated enterprise workflows, leading the IT management space.2. $Palantir Technologies Inc.(PLTR)$ -- Transforms massive datasets into actionable insights, driving operational efficiency for enterprises.3. $Oracle(ORCL)$ -- Combines AI-driven insights with enterprise resource planning in a unified cloud platform for streamlined decision-making.4. $Snowflake(SNOW)$ – Redefines data management with a collaborative cloud platform designed to unlock enterprise AI opportunities

Hello everyone! Today i want to share some technical analysis with you!1.I understand the RED PART of this map, but I am puzzled by the deep green part of this map. Where do these bullish feelings come from? Don't tell me this is rotation, as in a paradigm-shift event, EVERYONE WILL BE IMPACTED. EVERYONE!! The next crash leg is almost ready. $The Magnificent Seven ETF(MAGS)$ Image2.WILD TWO DAYS: (1) in the next 48 hours, your nerve will be tested--as four of Mag-7 will report earnings, juxposted by Powell's presser & FOMC. (2) Make-or-break moment for the indexes as well, when DJI, NYA & SPX are all near ATHs. (3) almost forget, Feb. 1 will be Tariff Day.Image

We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastructure imrovements and consciousness replication. First as prerietory models, and later as open-source tamagochi devices connected to a destributed network

China always like to copy usa product, this time might not be surprise if they have improve the chip. 

$NVIDIA(NVDA)$ 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register.  The website stated the status as "Monitoring" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter 

$NVIDIA(NVDA)$ DeepSeek proves that NVDA chips are no longer the only way to create compelling AI and that cheaper chips could be used in replacement. This realization sends NVDA stock into correction mode which who knows when would stop. Below 100? Below 75? Below 50? don't know [LOL][LOL][LOL]

$Apple(AAPL)$ Deepseek AI is beating chatgpt, becoming the top-rated free app on Apple's App Store. [Sly][Sly][Sly]See this is why AAPL never got into AI. [LOL][LOL][LOL]What’s more, Lucky for Apple they didn’t spend any $ on hardware from $NVIDIA(NVDA)$ . All home grown software based [Tongue][Tongue][Tongue]

$Microsoft(MSFT)$ DeepSeek found a OpenAI solution which can run on a low horse power and no one else in the US companies could even think off. There is something which is not connecting the dots. No way this should bring down the whole tech market. This is a super over reaction. IMO a huge buying opportunity today. With one statement from either a tech giant will clarify the situation and it will reverse. Good luck all. [Happy][Happy][Happy]

$Tesla Motors(TSLA)$ Does anyone actually think the top dogs of AI are going to sit back without a rebuttal on the Deepseek claim? Musk, Bezos, JensenKarp, Zuckerberg they will eat this claim alive by noon.Enjoy the dip [Smart][Smart][Smart]Maybe it will be the great chance for these stocks!

What is DeepSeek?DeepSeek is an open-source AI model developed by a Chinese AI startup.It reportedly outperforms industry-leading models, such as OpenAI’s GPT-4, on several key benchmarks at a significantly lower cost. DeepSeek claims to have spent only $5.6 million to develop its model.However, Scale AI CEO Alexandr Wang mentioned that DeepSeek has access to around 50,000 NVIDIA H100 AI GPUs (each costing $27,000 to $40,000 per unit).Due to export restrictions, DeepSeek has avoided discussing its use of these GPUs, suggesting that their true costs may be understated. The Impact of DeepSeek’s SuccessCost Efficiency Concerns:If a Chinese startup can develop an LLM (large language model) as good as OpenAI or Meta’s models with significantly fewer AI chips (lesser cost), why should compa

Nasdaq 100 Index Futures Extend Losses to 3%, DEEPSEEK Sparks Concerns Over U.S. Tech DominancePre-Market Plunge in Semiconductor Stocks: $ARM Holdings(ARM)$ : -7.3% $NVIDIA(NVDA)$ : -7% $Broadcom(AVGO)$ : -6.9% $SUPER MICRO COMPUTER INC(SMCI)$ : -6.4% $Taiwan Semiconductor Manufacturing(TSM)$ : -6.9% $Micron Technology(MU)$ : -5.73% $Qualcomm(QCOM)$ : -4.75% $Advanced Micro Devices(AMD)$ : -5.44% $Intel(INTC)$ : -

There's a Kimi AI that can only access via wechat. This one is also another killer. 

We truly want to see 2 way movements to confirm the next trend in the AI driven economic growth.  Today's move is welcome

Chip Stocks Overnight Reaction to DeepSeek: 1. Arm, $ARM Holdings(ARM)$ : -5.5% 2. Nvidia, $NVIDIA(NVDA)$ : -5.3% 3. Broadcom, $Broadcom(AVGO)$ : -4.9% 4. Super Micro, $SUPER MICRO COMPUTER INC(SMCI)$ : -4.6% 5. Taiwan Semi, $Taiwan Semiconductor Manufacturing(TSM)$ : -4.5% 6. Micron, $Micron Technology(MU)$ : -4.3% 7. Qualcomm, $Qualcomm(QCOM)$ : -2.8% 8. AMD, $Advanced Micro Devices(AMD)$ : -2.5% 9. Intel, $Intel(INT

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 stor

Number of H100 chips bought in 2024: - $MSFT: 450,000 - $META: 350,000 - $AMZN: 196,000 - $GOOG: 169,000 If you believe they couldn’t find the way to make better AI without more chips but a few Chinese engineers did it as a side project, you are too naive. Deepseek was reportedly trained on over 200,000 H100s. Even if Deepseek achieved to match OpenAI with less chips, this isn’t any bearish for chip makers, to the contrary, it is amazingly bullish. If Deepseek really reached this level with just a few thousand chips, can you imagine what could be done with a million chips? Deepseek news, true or false, are amazingly bullish for chip makers, especially for $NVDA.

Very deep BC! A great write up. Yet another application not available in New Zealand???//@Barcode: 🤔💭🧐 The AI landscape is undergoing a rapid and unprecedented evolution, characterised by a real-time redefinition of foundational paradigms. DeepSeek’s achievement serves as a compelling testament to the catalytic role of ingenuity under constraint, underscoring the diminishing primacy of brute resource expenditure in favour of strategic optimisation. For incumbent industry leaders, the imperative has shifted from a binary question of adaptation to the critical urgency of its velocity. As the accessibility of advanced AI proliferates, the potential benefits for end-users expand dramatically. However, the trajectory of this transformation

The idea that a futures gap down is driven by a Deepseek LLM and China potentially building cheaper, more efficient GPU processing is wild. Feels more like market makers playing games to shake things up in a bull market. Bull runs always face obstacles, but the show goes on. In the short term, narratives often move markets more than fundamentals. The tech evolution remains intact.

My Investing Muse (27Jan2025) Layoffs & Closure news Image Amazon is shutting its operations in Quebec, with 1,800 losing their jobs The list of major companies laying off staff in the new year, including Meta, Microsoft, BlackRock, and BP - Business Insider Biogen research team hit by layoffs as company shifts resources to external opportunities - Fierce Biotech Stripe laid off 300 people on Monday, mostly product, engineering, and operations workers. - Business Insider This week on Nation's Restaurant News the top story was Starbucks CEO Brian Niccol foreshadows possible layoffs. (Not finalized) - NRN CNN plans to lay off hundreds of employees, cut costs; NBC plots firings - NY Post The above are some snippets of news about layoffs, and closures in the past week. China’s AI

Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance. 

DeepSeek is a massive tailwind for software companies -- here are 15 names to monitor 🧐1. $ServiceNow(NOW)$ -- Powers digital transformation through automated enterprise workflows, leading the IT management space.2. $Palantir Technologies Inc.(PLTR)$ -- Transforms massive datasets into actionable insights, driving operational efficiency for enterprises.3. $Oracle(ORCL)$ -- Combines AI-driven insights with enterprise resource planning in a unified cloud platform for streamlined decision-making.4. $Snowflake(SNOW)$ – Redefines data management with a collaborative cloud platform designed to unlock enterprise AI opportunities

What is DeepSeek?DeepSeek is an open-source AI model developed by a Chinese AI startup.It reportedly outperforms industry-leading models, such as OpenAI’s GPT-4, on several key benchmarks at a significantly lower cost. DeepSeek claims to have spent only $5.6 million to develop its model.However, Scale AI CEO Alexandr Wang mentioned that DeepSeek has access to around 50,000 NVIDIA H100 AI GPUs (each costing $27,000 to $40,000 per unit).Due to export restrictions, DeepSeek has avoided discussing its use of these GPUs, suggesting that their true costs may be understated. The Impact of DeepSeek’s SuccessCost Efficiency Concerns:If a Chinese startup can develop an LLM (large language model) as good as OpenAI or Meta’s models with significantly fewer AI chips (lesser cost), why should compa

Hello everyone! Today i want to share some technical analysis with you!1.I understand the RED PART of this map, but I am puzzled by the deep green part of this map. Where do these bullish feelings come from? Don't tell me this is rotation, as in a paradigm-shift event, EVERYONE WILL BE IMPACTED. EVERYONE!! The next crash leg is almost ready. $The Magnificent Seven ETF(MAGS)$ Image2.WILD TWO DAYS: (1) in the next 48 hours, your nerve will be tested--as four of Mag-7 will report earnings, juxposted by Powell's presser & FOMC. (2) Make-or-break moment for the indexes as well, when DJI, NYA & SPX are all near ATHs. (3) almost forget, Feb. 1 will be Tariff Day.Image

Nasdaq 100 Index Futures Extend Losses to 3%, DEEPSEEK Sparks Concerns Over U.S. Tech DominancePre-Market Plunge in Semiconductor Stocks: $ARM Holdings(ARM)$ : -7.3% $NVIDIA(NVDA)$ : -7% $Broadcom(AVGO)$ : -6.9% $SUPER MICRO COMPUTER INC(SMCI)$ : -6.4% $Taiwan Semiconductor Manufacturing(TSM)$ : -6.9% $Micron Technology(MU)$ : -5.73% $Qualcomm(QCOM)$ : -4.75% $Advanced Micro Devices(AMD)$ : -5.44% $Intel(INTC)$ : -

$NVIDIA(NVDA)$ 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register.  The website stated the status as "Monitoring" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter 

Very deep BC! A great write up. Yet another application not available in New Zealand???//@Barcode: 🤔💭🧐 The AI landscape is undergoing a rapid and unprecedented evolution, characterised by a real-time redefinition of foundational paradigms. DeepSeek’s achievement serves as a compelling testament to the catalytic role of ingenuity under constraint, underscoring the diminishing primacy of brute resource expenditure in favour of strategic optimisation. For incumbent industry leaders, the imperative has shifted from a binary question of adaptation to the critical urgency of its velocity. As the accessibility of advanced AI proliferates, the potential benefits for end-users expand dramatically. However, the trajectory of this transformation

My Investing Muse (27Jan2025) Layoffs & Closure news Image Amazon is shutting its operations in Quebec, with 1,800 losing their jobs The list of major companies laying off staff in the new year, including Meta, Microsoft, BlackRock, and BP - Business Insider Biogen research team hit by layoffs as company shifts resources to external opportunities - Fierce Biotech Stripe laid off 300 people on Monday, mostly product, engineering, and operations workers. - Business Insider This week on Nation's Restaurant News the top story was Starbucks CEO Brian Niccol foreshadows possible layoffs. (Not finalized) - NRN CNN plans to lay off hundreds of employees, cut costs; NBC plots firings - NY Post The above are some snippets of news about layoffs, and closures in the past week. China’s AI

We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastructure imrovements and consciousness replication. First as prerietory models, and later as open-source tamagochi devices connected to a destributed network

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 stor

$Apple(AAPL)$ Deepseek AI is beating chatgpt, becoming the top-rated free app on Apple's App Store. [Sly][Sly][Sly]See this is why AAPL never got into AI. [LOL][LOL][LOL]What’s more, Lucky for Apple they didn’t spend any $ on hardware from $NVIDIA(NVDA)$ . All home grown software based [Tongue][Tongue][Tongue]

Number of H100 chips bought in 2024: - $MSFT: 450,000 - $META: 350,000 - $AMZN: 196,000 - $GOOG: 169,000 If you believe they couldn’t find the way to make better AI without more chips but a few Chinese engineers did it as a side project, you are too naive. Deepseek was reportedly trained on over 200,000 H100s. Even if Deepseek achieved to match OpenAI with less chips, this isn’t any bearish for chip makers, to the contrary, it is amazingly bullish. If Deepseek really reached this level with just a few thousand chips, can you imagine what could be done with a million chips? Deepseek news, true or false, are amazingly bullish for chip makers, especially for $NVDA.

$Microsoft(MSFT)$ DeepSeek found a OpenAI solution which can run on a low horse power and no one else in the US companies could even think off. There is something which is not connecting the dots. No way this should bring down the whole tech market. This is a super over reaction. IMO a huge buying opportunity today. With one statement from either a tech giant will clarify the situation and it will reverse. Good luck all. [Happy][Happy][Happy]

Chip Stocks Overnight Reaction to DeepSeek: 1. Arm, $ARM Holdings(ARM)$ : -5.5% 2. Nvidia, $NVIDIA(NVDA)$ : -5.3% 3. Broadcom, $Broadcom(AVGO)$ : -4.9% 4. Super Micro, $SUPER MICRO COMPUTER INC(SMCI)$ : -4.6% 5. Taiwan Semi, $Taiwan Semiconductor Manufacturing(TSM)$ : -4.5% 6. Micron, $Micron Technology(MU)$ : -4.3% 7. Qualcomm, $Qualcomm(QCOM)$ : -2.8% 8. AMD, $Advanced Micro Devices(AMD)$ : -2.5% 9. Intel, $Intel(INT

$NVIDIA(NVDA)$ DeepSeek proves that NVDA chips are no longer the only way to create compelling AI and that cheaper chips could be used in replacement. This realization sends NVDA stock into correction mode which who knows when would stop. Below 100? Below 75? Below 50? don't know [LOL][LOL][LOL]

China always like to copy usa product, this time might not be surprise if they have improve the chip. 

$Tesla Motors(TSLA)$ Does anyone actually think the top dogs of AI are going to sit back without a rebuttal on the Deepseek claim? Musk, Bezos, JensenKarp, Zuckerberg they will eat this claim alive by noon.Enjoy the dip [Smart][Smart][Smart]Maybe it will be the great chance for these stocks!

We truly want to see 2 way movements to confirm the next trend in the AI driven economic growth.  Today's move is welcome

The idea that a futures gap down is driven by a Deepseek LLM and China potentially building cheaper, more efficient GPU processing is wild. Feels more like market makers playing games to shake things up in a bull market. Bull runs always face obstacles, but the show goes on. In the short term, narratives often move markets more than fundamentals. The tech evolution remains intact.

There's a Kimi AI that can only access via wechat. This one is also another killer. 

Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance.