Wall Street Wildlife Investing Podcast E65: DeepSeek vs NVIDIA and the $TRUMP $MELANIA Crypto Circus 🎪 + $NVDA $RELY $RBRK, $GRG Gregg’s
🔥 DeepSeek & the AI Disruption - is NVIDIA’s dominance under threat? We break down the shocking efficiency gains of DeepSeek R1 and what it means for the AI arms race
💰 $NVDA’s 15% Drop – Market Overreaction or the Beginning of the End? How DeepSeek’s breakthrough forced a market reckoning for AI stocks, and whether NVIDIA’s margins are in serious danger
🛡 Cybersecurity’s Next Frontier - Why Rubrik's data recovery solutions might be the missing piece in your cybersecurity portfolio $RBRK
🥐 This UK High Street King Is Under Pressure - does Gregg's deserve a spot in your portfolio, or is Badger just craving sausage rolls? $GRG
🤡 $TRUMP & $MELANIA Coins – Political Crypto Chaos - a presidential meme coin clownshow: what happened, who got burned, and why it’s already peak 2025 madness
🌍 Fintech Deep Dive – Badger adds Remitly to his portfolio — here’s why international money transfers are a compelling long-term play $RELY
Segments:
00:00 AI Models and Reasoning Capabilities
02:25 DeepSeek's Impact on US Tech Stocks
05:30 Market Reactions and NVIDIA's Decline
08:03 Understanding AI and Language Models
12:37 NVIDIA's Market Position and Challenges
25:48 DeepSeek R1: A Game Changer in AI
35:33 DeepSeek's Breakthrough and NVIDIA's Future
37:18 NVIDIA's Valuation and Investment Dilemma
41:45 The Impact of Efficiency on Hardware Demand
45:51 $TRUMP & $MELANIA Coin Madness
53:19 Fintech Play: Why Badger Bought This Remittance Expert $RELY
58:53 Stock Safari: cybersecurity and sausage rolls $RBRK $GRG
01:10:00 Patreon Shoutouts
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