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markets are a little scared today to me it’s overreaction I mean natgate decline is the worst since listed and we know that that ended up being a huge opportunity for investor. even thought this one day is painful I do think markets tend to overreact and again unless we are on the cusp of recession, this pull back is gonna prove to be a buying opportunity as well.
Deepseek copied from OpenAi and Grok.
They also hid cost of h100 chips.
Now south china news post they cracked low end Nvidia GPU algorithm to accelerate it 800 times faster.
It's becoming too obvious now, China purposely sabotaging Nvidia. They're bullshiting.
Deepseek backup plan is using China chip with better quality of Nvidia chip .( even still continue using Nvidia chip but only with 10% qty) mean Nvidia demand will drop seriously.it will be worse while Trump going to enforce custom tax.Any impact to Nationgate and Inari future?
Nvidia chip demand will drop seriously and no fight between DeepSeek (20 years 新手）and Nvidia (old bird) boss already out from top 10 billionaire in US.
Don't underestimate the new birds who know much better that you
high end market still there. deepseek make the world's requirement drop massively and easy to reach. It mainly deepseek is revealed their source code to the world...
we've been correcting now for almost a month, right?
23 trading days and this Wednesday is an important day because it is a possible turning point for markets.
And I would like to see CPI come in below, you know, 0.25 or so.
And I think that would give that of confidence for markets on top of, I think earnings, which is going to be a positive catalyst.
But for investors in the near term, I think they got to ride out the volatility because I think yields here have have made people nervous, not necessarily deteriritate the long-term outlook, but near term.三千哥果然懂.