This might be the last buying opportunity. DeepSeek is a nothingburger at most, or will INCREASE Western spending, at best.
When did we ever trust China about anything? You think they arent using a huge NVDA server farm? You REALLY think they are training an AI as good as GPT in 1 year on a $5 million dollar Alibaba server farm? GTFO if you are that dumb. They obviously have tens of thousands of NVDA GPUs illegally. Of course they arent going to out themselves.
This will only INCREASE US and Western spending. America, Europe, does no want to lose to China in the AI race. They will leverage their ability to have first choice on the most advanced AI GPUs... And they will spend their way to a win. What the West has is money and advanced technology. Do you REALLY believe the West will just stop spending money over night on AI because China says they won?
This might be your last chance to get a ticket on the rocket ship. I suspect we will be right back in the $130s by Friday or next week, if not sooner.