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Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?

Bloomberg Intelligence

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Intro

This chapter delves into the implications of the AI startup DeepSeek on U.S. tech stocks, particularly regarding the inflated valuations of companies like NVIDIA. It highlights how DeepSeek's innovative AI model could disrupt the dominance of U.S. tech firms and signals a potential change in market perceptions of tech exceptionalism.

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