Subramanyan
01-28

This deepseek is a disruptor for sure. But it's not a doomsday event. Personally I think the scene now is something like what 8t was when xiaomi first entered the market as a competitor to iPhone at around 30% its price. But now it is as expensive and also pushes ads on even their premium phones now. And Apple & Samsung still hold forth. Perhaps this is how the AI scene would unfold in the future too with the likes of Nvidia, Micron, Palantir etc. having their own share. 

NVIDIA Up 5 Days: Reclaim $130 or Time for Pullback?
Nvidia rises for 5 consecutive days since hitting a recent low of $115. Morgan Stanley analysts are divided on NVIDIA's outlook.Greater China analysts have lowered shipment expectations for the GB200 chip. North America analysts, however, remain bullish, seeing the recent DeepSeek-driven selloff as a buying opportunity and maintaining NVIDIA as a top pick. In a report released on February 6, Morgan Stanley semiconductor analysts set a price target of $152. ------------- What's your target price for NVIDIA rebound? Is NVIDIA your top pick?
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Comments

  • SuperXmas
    01-29
    SuperXmas
    Any business can be disrupted. If a company  in business is unable to take on competition on a level playing field, needs tariffs like golf handicap, it inevitably already lost the battle.
    • Subramanyan: 
      Indeed, disruption is a truth. Equally true is tariff. We always read about US tariffs, but so far, China has also either imposed or proposed tariffs on $110 billion of US goods, representing most of its imports of American products. Similarly, China is equally protective of its domestic markets.
  • Spudbouy
    01-29
    Spudbouy
    It’s the worlds most valuable company some little ai project like deep seek isn’t going to bring nvidia that far down
  • Mat76
    01-29
    Mat76
    Overreacting. if  Deepseek can reduce the power consumption for the world, I dun mind losing some money on nuclear / energy stocks.
  • Subramanyan
    01-29
    Subramanyan
    yes please. feel free to share.
  • Maynrdo
    01-29
    Maynrdo

    Great article, would you like to share it?

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