4min chapter

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Jupiter’s Dominance, SAB 121 Repealed, and XMoney | Analyst Round Table

0xResearch

CHAPTER

Irrational Market Reactions and AI Profitability Concerns

This chapter analyzes a recent market sell-off that is viewed as irrational, focusing on the influence of DeepSeek on AI profitability perceptions. The speaker critiques the reliance on questionable data from China and discusses its implications for AI infrastructure investment, alongside trends in deregulation and cryptocurrency.

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