Not Investment Advice 200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers
19 snips
Jan 29, 2025 Dive into the intriguing world of DeepSeek, exploring whether it might just be a psyop and its impact on the AI landscape. Discover Nvidia's stock rollercoaster and the competition from emerging AI models. The conversation also exposes espionage tactics like 'honeypotting' used in tech and reflects on the cultural dynamics in the industry. Plus, enjoy a light-hearted take on memes and user reactions as social media platforms evolve. It's a blend of serious insights and playful banter on the future of tech!
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Nvidia's Stock Drop
- DeepSeek's advancements caused a significant drop in Nvidia's stock price, raising concerns about the company's future.
- The hosts discuss whether this event is as impactful as the previous week's Trump coin and TikTok situation.
DeepSeek's Surprise Emergence
- DeepSeek's emergence surprised the hosts, particularly after a week of discussing Trump Coin.
- Jack Butcher notes that DeepSeek's impact on the wider tech community wasn't as significant as the Trump Coin mania.
Drawdowns and Reality
- A 17-20% drawdown in a Fortune 500 company is a major event in traditional finance, but less so in the crypto world.
- The Trump coin situation was more reality-shattering due to its cultural implications compared to DeepSeek's technical advancements.