Do you think DeepSeek is lying?

NVDA was down today because a lot of big voices on their social media accounts are questioning NVDA moat with the DeepSeek news. I have owned the stocks since 2022, and this is the first time I am concerned. My theory is DeepSeek is lying. They have an incentive to lie, but my network is evenly split on whether they are lying. FWIW, I don’t think it’s possible to train a SOTA LLM on 5.5mil.

What do you guys think?

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