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Wall Street DOES NOT understand what's coming. DeepSeek will make AI demand EXPLODE; very long AI stocks like $NVDA, $AVGO, $GOOG, $MSFT Don't say I didn't warn you:

94,753 次观看 • 1 年前 •via X (Twitter)

11 条评论

Scott "Stock" Curry 的头像
Scott "Stock" Curry1 年前

DeepSeek is good for Nvidia because it shows what's possible with lower end Nvidia chips This opens the door for smaller players to enter the market, which will increase demand for Nvidia's chips and increase Nvidia's revenue.

Nigam Arora 的头像
Nigam Arora1 年前

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Rich aka Riches ;-) Virus Survivor classroom MBA 的头像
Rich aka Riches ;-) Virus Survivor classroom MBA1 年前

Because of the above factual analysis , $NVDA is going to $135 almost immediately , Then $155.5 @CNBC @JoeSquawk @DivesTech @danielnewmanUV @markets @Bloomberg It was $145 before Fake Cost (not results) #DeepSeek China #'s @CBSNews @Reuters @FT @Reuters @PatrickMoorhead @barronsonline @DowJones @The_AI_Investor @AlexBerenson

The AI Investor 的头像
The AI Investor1 年前

yeah 🎯💯

Tele 的头像
Tele1 年前

how, if you don't need that many chips?

Frederik 的头像
Frederik1 年前

Brilliant analysis, as always💯

Swing Trader Bro 的头像
Swing Trader Bro1 年前

I think you are 100% correct. I saw it this way yesterday when all this was going down. And I just couldn't figure out why I was having the opposite effect.

MatthewBerman 的头像
MatthewBerman1 年前

🎯🎯🎯🎯

Wealthonomic 的头像
Wealthonomic1 年前

Love your analysis 🙏 thank you! $NVDA $AVGO $GOOG $GOOGL $MSFT $MU 🚀

Jon 的头像
Jon1 年前

This is a great video! Thank you!

BartBumpBailey 的头像
BartBumpBailey1 年前

Is the LLM growth phase over though? And the next AI growth is the guys who build off & find ways to implement these tools?

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