Our DeepSeek stock trades - winners and losers

[@etiennebreton7925]

Please adjust your 3 volumes equally, it's terrible. Thanks

[@WingsandGills]

Everyone's fixated on LLMs. Commodities. Building blocks. Small potatoes compared to what's coming in AI. Real-world applications: self-driving, automation, robotics, biology, physics, etc. For that we need serious compute. We also need more compute if we intend to reach AGI/ASI. In what world do the big players slow down? Also, NVDA's more than GPUs used for training. It's CUDA software. It's Omniverse. It's graphics. It's an unrivalled ecosystem. Hard to imagine they won't be vital to every major project and advancement in the foreseeable future

[@duongtuan-od7kx]

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[@cal4865]

Buying $NVDA 3/21 Calls buying all weakness!!! Guaranteed Winner 🥇

[@Car-guy307]

Deepseek used 8 bit calculations instead of 32 bit, this saved them huge memory and processing requirements 😮

[@sciencelabvideosl7558]

I wonder if Jordan had his own channel how much he would talk. He probably has a lot of insights but stays quiet because he doesn’t want to Interrupt the flow or the other 2 are dominant. The few times he has talked , I’ve heard gems. Even if they are just 5-10 minute videos.

[@MeditationMindless]

PLEASE STOP SAYING NIVIDIA WHAT IS WRONG WITH YOU DAVE??

[@tomdineen7]

Nice job guys! Interesting conversation and no egos which is important

[@gmiranda01]

Jordan is the first one to get hardware vs software with CUDA issue. Cudos!

[@Alakay77]

Chris, with respect to your knowledge and ideas, can you please let Jordan finish a sentence! You ask him a question just to interrupt him and assert your own ideas instead.

[@andrewvercillo7584]

What about Tesla as a winner. No one thought a Model Y had enough compute to handle FSD! Now this proves Elon again that we can operate FSD on our cars! Hardware 3 cars will run FSD

[@jwinstonh1926]

The smartest folks here would assume that what is presented by Deep Seek is true. It can only motivate you to do better. Keep this in mind, the time spent dragging down someone else is time not spent on uplifting yourself.

[@deenobrown1]

Why hasn’t anybody just started with the simple math? Even if deep seek is using only the 2000 H 800 that they said they have, the ones they are allowed to have, it would cost way more than $5 million. Each one of those GPUs in America cost between $20-$40,000. There are reports that the Chinese were paying $70,000 for each H 800. That would be between 40 million and $140 million just for the GPU. That’s if they only used the 2000 that they said they used. I don’t understand why people haven’t done the simple math. $5 million divided by 2000 GPUs is only $2500 per GPU. There are not any GPUs in the world that only cost $2500.

[@VoltageLP]

Fun Fact DeepSeek does answer questions about Tiananmen Square, but only if you ask them in russian. It won't answer if you ask it in English

[@banana19934]

Very telling

[@Mediassshow]

Wow

[@Vev79]

На русском она считает себя YandexGPT. На английском OpenAI. Если запустить локальной или через арену AI, то и на английском не зацензурена.

[@marcpeterson8530]

Dario Amodei just said in an interview that the current RL optimization’s are helping the models greatly, and do create downward pressures on the cost of enhancing the current models. But given RL will also create tons of synthetic data, model makers will have to go for those hundreds of thousands to million size clusters to make the next jump. So in the interim, these cost saving techniques are making up for the lack of compute, but there is no end in sight for the need of bigger and bigger pre-training runs to achieve the types of AI (AGI, ASI) everyone is vying for. Bullish NVDA

[@ChaceBonanno]

Bruh it’s pronounced N-Vidia, not nvidia

[@MeditationMindless]

Nividia

[@BillSmith-fx7xx]

I'm thinking the airlines are gonna benefit. We're all gonna be traveling with our R2D2. Twice the number of tickets ! :- )

[@elborro444]

I think FSD might be an exception to the inference side efficiency improvement, if it were to compromise on security. Every little bit counts when it comes to safety. Anyway i have no idea for sure but just a thought

[@z5m2]

Deepseek news was out for a while. Unlikely they timed it well enough to just short b4 the weekend

[@Mr.Mindset]

One small edit: OpenAI is not the biggest Nvidia client!

[@richardciotti667]

Besides the initial shock. DeepSeek doesn’t change a thing to do with the demand or price of hardware. If the race is still for the most advanced AI, once everyone adapts the new technology it’s back to hardware. This is absolutely normal.

[@cryptlol4736]

Spoiler alert- long nvda is the best trade.

[@khalidkamal5629]

As the name implies Open AI was intended originally to be open technology for everyone and then they went into a for-profit model and got away from open source. China on the other hand kept up with open source and was able to make the AI they have better simply because the open source community was helping to refine the code. If that AI bubble gets burst it's only out of pure greed that it happened. I don't have much enthusiasm for the proposed AI infrastructure because that is only code for creating the infrastructure for a surveillance state. It all sounds good until you realize you don't have any control over that infrastructure and you will be under the all-seeing eye.

[@joshuab2450]

And just like that Deep Seek drops another incredible Multi Modal Model....LOL. Long China!!!

[@Anthony-bo8ry]

Would software companies become the beneficiaries because the access to the models becomes cheaper for them to implement?

[@cyril2702]

Apple needs to release a 10k$ double m4 ultra mac studio, it’d sell like cupcakes

[@TeslaCiviliz8n]

1:06:35 Honest question. If the majority of Tesla's valuation is based on FSD, then why does the stock never move more than 1% on bombshell announcements about FSD? Were you paying attention to the stock after Robotaxi Day? It went down a little bit.

[@TeslaCiviliz8n]

1:13:30 Every time Elon has mentioned priorizing FSD over vehicle profits, the stock has gone DOWN. It's been visible during earnings calls. You can also just hear it from Wall Street investors anyway. Before last year, they were not accounting for it at all. Now some of them are accounting for it a little bit.

[@Godsavethecrumpets]

The US will certainly implement more export controls. But conversely I think it could be an opportunity for nvidia to increase gross margin. Decreased supply equals higher price?

[@Will-be-free]

Wouldn't stricter export controls just mean less demand from China?

[@tinman1071]

exciting show thank you

[@kenplant91]

All of the spending on chips is with an end goal in mind, to create the ultimate a.i. The spending on chips will not slow until we get there. The gas just got cheaper, that's all. imo

[@eugeniustheodidactus8890]

*Mathew Sharpe* Tesla has raised prices in many markets and they typically only do this to throttle demand. Record sales in China. The refreshed vehicles are selling very well with Tesla's newer, cheaper models coming out very soon. ( EV incentives in EU and China are back. ) ENERGY should more than make up for the loss in revenue from slightly lower auto sales for 2024.

[@BobCMooremfp]

Maybe NVDA last earnings was a ‘tell’ on what was coming…

[@73mcox]

Perplexity for search is the best on the market

[@Will-be-free]

I'm using it, but it's annoying. When you google something, then it sometimes doesn't find what you are looking for. When you search with perplexity, it will tell me that the thing I'm looking for doesn't exist, just because it can't find it. (I was searching for a quote by a politician, and perplexity claimed that she had never said anything like that, even though I know I've read it before.)

[@Patokefe]

Will Altman be replaced in 2 weeks or 2 months? And then what?

[@mshparber]

They are fking liars! How people are buying this $6M???

[@Car-guy307]

Even $60m is cheap

[@Mediassshow]

Well double it... triple it STILL SIGNIFICANTLY cheaper

[@deenobrown1]

they said they use 2000 of the H 800s. Each H 800 cost between 30 to 40,000 in America and there are reports that Chinese pay up to 70,000 for each one. That would cost between 40 to 140,000,000 just in GPUs. It’s really simple math. If they only spent 5 million that would mean each GPU only cost 2500.

[@cw5335]

It’s a situation of competition between Chinese Chinese vs American Chinese. BTW the CEOs of NVDA, AMD, AVGO are all Chinese 😊

[@khalidkamal5629]

I am sure that Elon is jumping from the joy, you know why.

[@eugeniustheodidactus8890]

Grok will be incorporated into both Optimus and FSD.

[@CLC077]

Why are they taking random hypotheticals …

[@tonychow785]

Will there be a Deepseek moment for Tesla ? Will cheap Chinese knock off humanoid robots change your TSLA thesis?

[@BobbyWF]

What is the parallel with TikTok? Can it be bought or banned?

[@jasonng1299]

Once agentic AI is at a useful level, search is pretty much done.

[@jonknight1408]

PLEASE for the love of god Dave: Nvidia is said in-vidia or en-vidia NOT nuh-vidia 🙏🏻🙏🏻🙏🏻

[@topcolas7075]

Chinese simply focused on software rather than hardware..

[@AndyNick211]

Dave, love the show but you gotta learn how to pronounce NVIDIA correctly 😂

[@Christian-ry3ol]

The ultimate winner is Meta. Not Amazon. It benefits Meta's business in every way.

[@jekatskin3860]

Crasy it was 80 not so long ago...

[@kikimo57]

AI will be everywhere and chips will be needed even though they're not needed now. The growth will be exponetial.

[@peterzz4266]

Imagine the money made if they bought weekly puts otm and released thier news

[@jsssm]

Lol chris thinking an LLM would somehow help fsd... Come on.

[@steyyyjspapa]

I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated!

[@AlbertEischted]

As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@DivaHarrison]

I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

[@AlbertEischted]

I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure.. So I really don't blame people who panic.

[@DivaHarrison]

Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.

[@steyyyjspapa]

how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach?? and How can i reach her, if you don't mind me asking?

[@elborro444]

Jordan’s take on post deepseek is kinda baffling, like expand on those one word answers.

[@Kcpmaui]

I’m a little worried about the tariffs trump’s claiming to put on Taiwan this might be the black swan for semis

[@eth4peace]

Just in Trump is deporting anyone that say’s Tesla is only a car company 🤣

[@mordechailebovits6338]

Encoded in the large, highly evolved sensory and motor portions of the human brain is a billion years of experience about the nature of the world and how to survive in it. The deliberate process we call reasoning is, I believe, the thinnest veneer of human thought, effective only because it is supported by this much older and much more powerful, though usually unconscious, sensorimotor knowledge. We are all prodigious olympians in perceptual and motor areas, so good that we make the difficult look easy. Abstract thought, though, is a new trick, perhaps less than 100 thousand years old. We have not yet mastered it. It is not all that intrinsically difficult; it just seems so when we do it.[7] A compact way to express this argument would be: We should expect the difficulty of reverse-engineering any human skill to be roughly proportional to the amount of time that skill has been evolving in animals. The oldest human skills are largely unconscious and so appear to us to be effortless. Therefore, we should expect skills that appear effortless to be difficult to reverse-engineer, but skills that require effort may not necessarily be difficult to engineer at all

[@mordechailebovits6338]

Wait till robotics and motor skills come into play

[@upcomingexpat]

I'm not going to knock, DeepSeek. I hope some of it's true. I can't believe close to $6 million was spent on this. The amount on Nvidia chips (that they weren't supposed to have wasn't $6 million.

[@angelodorsett1]

The focus should not be on the LLM.

[@donjohnson4368]

Sound is horrible - stopped watching after 5min unfortunately

[@Will-be-free]

The monetization problems with software were there already before last week. I don't really see how that has changed. Yes, someone may have come up with a better way to run the software, but that doesn't mean that you wont get even better results if you run it on better hardware. Chat bots are not the end goal for anyone. Whatever nvidias customers are working towards, they just came a step closer to their goals. What's the reason these AI companies don't just empty their cash balances and buy all the chips all at once? Well maybe today's chips aren't strong enough to reach the goal and they may have to wait for next years hardware. If what you can make with current hardware has just been pushed forward a couple of years, then it would make sense for companies to buy more now rather than wait, because chances are much greater now that what you can buy now will be enough for a monetizable product. I'll bet anything that any serious contender in the AI space will invest heavily now, or they will be lagging far behind. If you can do more with the same hardware, it just speeds up the race.

[@ceciliaferraro6360]

Thanks

[@ololoberriesful]

IT IS NOT NUH-VIDIA!!!

[@BobCMooremfp]

Last TSLA earnings my strangle play paid off Big. They did have their biggest earnings gain yet, so that helped. Elon has to come out guns blazing tomorrow.

[@VoltageLP]

Home AI builds would be built on either cheap server hardware or premium quality consumer HW. Corsair is neither, still dead.

[@eth4peace]

I posted China figured out how to short the US market

[@eth4peace]

All 3 tomorrow

[@DerivCapital]

cheap knockoffs are never better than the name brand...THIS is not that ...THIS IS the LINUX of AI so i think you better put some respect on Deepseek's name

[@disastrousemouse]

You guys are going to lose a lot of money, aren’t you?

[@eth4peace]

Wow, you just gave a super bullish statement for Robin Hood 24 hour market

[@acs2777]

Alibaba is out with their AI 🤖 chat .., 😊😅

[@fnad3999]

Google hardware store near me Google roofing supply near me Google best burrito near me

[@Zugzuggers]

XRP

[@SomeInfo-ib3wz]

Yeah...dumb money.

[@thomasthetankengin7722]

Stop saying Nuhvidia Dave! Ffs

[@VetejDEDU]

Every one blind to shopify 🎉😂ty🎈🎁100/gain

[@ele3230]

I have a bridge for sale, anyone interested , excellent views of lower manhatten and Brooklyn , who’s interested

[@georgele872]

I you have your teacher is Mao and you keep train the overtime that chip become Kmax and Lenin.. then master of Communist

[@73mcox]

Micron Technology is going to be the big winner in FSD in tomorrow earnings

[@seanreynoldscs]

But nothing changes. We will still throw all the compute at it as we can. It's just that now that same compute gives us huge performance increases! ASI is sooner than ever. MSFT is the looser for their lose of share in openAI.

[@alansg4209]

Thanks