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DeepSeek just popped a BIG bubble Buckle up.

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Bravos Research

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33,523 次观看 • 1 年前 •via X (Twitter)

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Bravos Research 的头像
Bravos Research1 年前

Check our track record for free on our website Become a premium member for exclusive access to all our: - Premium Videos - Trade Alerts - Active Positions - Monthly Macro Newsletter - Quant Forecast Models

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LukesWatchlist1 年前

No they did not. People don’t Realize the amount of Money and gpus besser to Train a Model like this are way above 6M

Femi Rufai 的头像
Femi Rufai1 年前

Great thread,the deepseek event showed that tech is probably overvalued in the USA

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zachariah james1 年前

Incredible how much delusion the internet provides

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Financial Guru1 年前

No. It’s just a temporary dip. And it’s not a bubble.

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FYI, you can use DeepSeek R1 (deepseek/deepseek-r1:free) and V3 (deepseek/deepseek-chat:free) for free in Cline. These models deliver performance close to Claude Sonnet 3.5/3.7 but at a fraction of the cost—or in this case, completely free. Just a heads-up: performance may slow down during peak traffic.
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