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Our DeepSeek stock trades — winners and losers

Dumb Money Live

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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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