
Our DeepSeek stock trades — winners and losers
Dumb Money Live
Navigating AI's Competitive Landscape
This chapter delves into the financial implications and strategic decisions of major tech companies in relation to AI advancements, with a specific focus on NVIDIA and DeepSeek. The analysis covers capital expenditure challenges, competitive dynamics, and the impact of financial models on future sustainability. It also addresses the varying efficiencies of American and Chinese companies in the evolving tech ecosystem.
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