People failed to realize that the geopolitical tension between the West, not just the US and China has deepened over time.
No matter how good is DeepSeek, the West world will not allow its citizens especially government agencies to use it. DeepSeek is related to the CCP. Even not, the West will not risk their security of their countries.
It is alright for Nvidia share price to drop as long as the financial standing is still good. Look at how much cash holding it has. Assets vs liabilities, etc. As long as fundamentals are still good, there is no need to panic sell.
The best example of the century is Facebook. The share price collapsed before, but look at it now. Those who believe in Facebook would have made killing.
Buffet's famous quote - when everyone is fearful, you should be greedy.
Comments