DeepSeek Become a Threat to Large Cap Tech?

2025-04-01

Nope. It's good it's smart but it's not a game changer. It's a very good copy. So no nothing to get worried about

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Try deepseek and ask the same question you ask ChatGPT.\nShare you feeling on the differences.","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1737949450372,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4f13ad9fa1be4ef4a803730d1943e064}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":27,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"DeepSeek Become a Threat to Large Cap Tech?","tweetAmount":27,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":419677986570736,"gmtCreate":1743491610109,"gmtModify":1743491614549,"author":{"id":"4195907601996712","authorId":"4195907601996712","name":"Pigpen","avatar":"https://community-static.tradeup.com/news/158e2489fdd747ff9750aa1cb2494abe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195907601996712","idStr":"4195907601996712"},"themes":[],"htmlText":"Nope. It's good it's smart but it's not a game changer. It's a very good copy. So no nothing to get worried about&nbsp;","listText":"Nope. It's good it's smart but it's not a game changer. It's a very good copy. So no nothing to get worried about&nbsp;","text":"Nope. It's good it's smart but it's not a game changer. It's a very good copy. So no nothing to get worried about","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419677986570736","isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401018325684656,"gmtCreate":1738912287497,"gmtModify":1738912800060,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105176974307820","idStr":"4105176974307820"},"themes":[],"title":"DeepSeek is an AI Sputnik Moment – What’s Next for Nvidia and Other AI Stocks?","htmlText":"DeepSeek is seen as AI’s Sputnik moment—just as the USSR's 1957 Sputnik launch caught the U.S. off guard, China's AI startup DeepSeek appears to have shaken U.S. AI dominance. DeepSeek has disrupted the U.S. AI sector by achieving comparable performance at a fraction of the cost of its American counterparts. &nbsp;Does DeepSeek’s R1 Really Cost So Little? DeepSeek claims that training its R1 model required only $5.6 million and 2,048 Nvidia H800 GPUs—approximately 3% to 5% of OpenAI’s estimated cost for GPT. While DeepSeek attributes its cost efficiency to new techniques in reinforcement learning, some speculate it may have also leveraged unauthorized model distillation. DeepSeek's actual costs are likely much higher than its claims. Scale AI CEO Alexandr Wang stated in a CNBC interview t","listText":"DeepSeek is seen as AI’s Sputnik moment—just as the USSR's 1957 Sputnik launch caught the U.S. off guard, China's AI startup DeepSeek appears to have shaken U.S. AI dominance. DeepSeek has disrupted the U.S. AI sector by achieving comparable performance at a fraction of the cost of its American counterparts. &nbsp;Does DeepSeek’s R1 Really Cost So Little? DeepSeek claims that training its R1 model required only $5.6 million and 2,048 Nvidia H800 GPUs—approximately 3% to 5% of OpenAI’s estimated cost for GPT. While DeepSeek attributes its cost efficiency to new techniques in reinforcement learning, some speculate it may have also leveraged unauthorized model distillation. DeepSeek's actual costs are likely much higher than its claims. Scale AI CEO Alexandr Wang stated in a CNBC interview t","text":"DeepSeek is seen as AI’s Sputnik moment—just as the USSR's 1957 Sputnik launch caught the U.S. off guard, China's AI startup DeepSeek appears to have shaken U.S. AI dominance. DeepSeek has disrupted the U.S. AI sector by achieving comparable performance at a fraction of the cost of its American counterparts. Does DeepSeek’s R1 Really Cost So Little? DeepSeek claims that training its R1 model required only $5.6 million and 2,048 Nvidia H800 GPUs—approximately 3% to 5% of OpenAI’s estimated cost for GPT. While DeepSeek attributes its cost efficiency to new techniques in reinforcement learning, some speculate it may have also leveraged unauthorized model distillation. DeepSeek's actual costs are likely much higher than its claims. Scale AI CEO Alexandr Wang stated in a CNBC interview t","images":[{"img":"https://community-static.tradeup.com/news/22503b34db9cdffe9b48a3d9c303e0c8","width":"728","height":"605"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":49,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/401018325684656","isVote":1,"tweetType":1,"viewCount":7749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":399633353482424,"gmtCreate":1738591670357,"gmtModify":1738627926201,"author":{"id":"3581820976934736","authorId":"3581820976934736","name":"MilkTeaBro","avatar":"https://static.tigerbbs.com/4f96ac4963a3566e7f4d22e78cc23ef9","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581820976934736","idStr":"3581820976934736"},"themes":[],"title":"January 2025 Update: DeepSeek Panic and Portfolio Performance","htmlText":"The U.S. stock market faced a wave of uncertainty in January 2025, driven by the rise of DeepSeek, a Chinese artificial intelligence lab. Their latest chatbot has sent shockwaves through the tech and investment communities. This new model not only rivals—and in some cases surpasses—OpenAI’s o1 in performance, but it’s also fully open source and achieves this breakthrough at a fraction of the cost. The implications are significant: DeepSeek’s low-cost, high-performance AI could disrupt the valuation of chipmakers, many of which have seen their earnings soar during the AI spending boom. Investors are now grappling with the potential for a market recalibration as the AI landscape evolves. Portfolio Performance: Staying the Course Amid the market turbulence, my portfolio ended January flat. I","listText":"The U.S. stock market faced a wave of uncertainty in January 2025, driven by the rise of DeepSeek, a Chinese artificial intelligence lab. Their latest chatbot has sent shockwaves through the tech and investment communities. This new model not only rivals—and in some cases surpasses—OpenAI’s o1 in performance, but it’s also fully open source and achieves this breakthrough at a fraction of the cost. The implications are significant: DeepSeek’s low-cost, high-performance AI could disrupt the valuation of chipmakers, many of which have seen their earnings soar during the AI spending boom. Investors are now grappling with the potential for a market recalibration as the AI landscape evolves. Portfolio Performance: Staying the Course Amid the market turbulence, my portfolio ended January flat. I","text":"The U.S. stock market faced a wave of uncertainty in January 2025, driven by the rise of DeepSeek, a Chinese artificial intelligence lab. Their latest chatbot has sent shockwaves through the tech and investment communities. This new model not only rivals—and in some cases surpasses—OpenAI’s o1 in performance, but it’s also fully open source and achieves this breakthrough at a fraction of the cost. The implications are significant: DeepSeek’s low-cost, high-performance AI could disrupt the valuation of chipmakers, many of which have seen their earnings soar during the AI spending boom. Investors are now grappling with the potential for a market recalibration as the AI landscape evolves. Portfolio Performance: Staying the Course Amid the market turbulence, my portfolio ended January flat. I","images":[{"img":"https://community-static.tradeup.com/news/c43109c340a3b7c747b338b275cffb5b","width":"860","height":"1509"},{"img":"https://community-static.tradeup.com/news/3278e2b6c5438dd4cc0728d7fe398183","width":"1439","height":"749"},{"img":"https://community-static.tradeup.com/news/2c2e050afb461c0f9cd35b95b4783b89","width":"1080","height":"1153"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":21,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/399633353482424","isVote":1,"tweetType":1,"viewCount":3506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":397798874034352,"gmtCreate":1738143781817,"gmtModify":1738144200866,"author":{"id":"10000000000010929","authorId":"10000000000010929","name":"ShayBoloor","avatar":"https://community-static.tradeup.com/news/827c3f97d3890eff0091b72bce53d46d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010929","idStr":"10000000000010929"},"themes":[],"title":"DeepSeek is a Massive Tailwind for Software Companies","htmlText":"DeepSeek is a massive tailwind for software companies -- here are 15 names to monitor 🧐1. <a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> -- Powers digital transformation through automated enterprise workflows, leading the IT management space.2. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> -- Transforms massive datasets into actionable insights, driving operational efficiency for enterprises.3. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> -- Combines AI-driven insights with enterprise resource planning in a unified cloud platform for streamlined decision-making.4. <a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> – Redefines data management with a collaborative cloud platform designed to unlock enterprise AI opportunities","listText":"DeepSeek is a massive tailwind for software companies -- here are 15 names to monitor 🧐1. <a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> -- Powers digital transformation through automated enterprise workflows, leading the IT management space.2. <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> -- Transforms massive datasets into actionable insights, driving operational efficiency for enterprises.3. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> -- Combines AI-driven insights with enterprise resource planning in a unified cloud platform for streamlined decision-making.4. <a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> – Redefines data management with a collaborative cloud platform designed to unlock enterprise AI opportunities","text":"DeepSeek is a massive tailwind for software companies -- here are 15 names to monitor 🧐1. $ServiceNow(NOW)$ -- Powers digital transformation through automated enterprise workflows, leading the IT management space.2. $Palantir Technologies Inc.(PLTR)$ -- Transforms massive datasets into actionable insights, driving operational efficiency for enterprises.3. $Oracle(ORCL)$ -- Combines AI-driven insights with enterprise resource planning in a unified cloud platform for streamlined decision-making.4. $Snowflake(SNOW)$ – Redefines data management with a collaborative cloud platform designed to unlock enterprise AI opportunities","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":324,"commentSize":0,"repostSize":18,"link":"https://ttm.financial/post/397798874034352","isVote":1,"tweetType":1,"viewCount":4921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397795316375728,"gmtCreate":1738142913249,"gmtModify":1738143600154,"author":{"id":"4153364923542132","authorId":"4153364923542132","name":"MasterWU","avatar":"https://community-static.tradeup.com/news/30a11b59a865f2952a526275148e2be0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4153364923542132","idStr":"4153364923542132"},"themes":[],"title":"Magnificent Seven: What's the Final Impact?","htmlText":"Hello everyone! Today i want to share some technical analysis with you!1.I understand the RED PART of this map, but I am puzzled by the deep green part of this map. Where do these bullish feelings come from? Don't tell me this is rotation, as in a paradigm-shift event, EVERYONE WILL BE IMPACTED. EVERYONE!! The next crash leg is almost ready. <a href=\"https://ttm.financial/S/MAGS\">$The Magnificent Seven ETF(MAGS)$</a> Image2.WILD TWO DAYS: (1) in the next 48 hours, your nerve will be tested--as four of Mag-7 will report earnings, juxposted by Powell's presser &amp; FOMC. (2) Make-or-break moment for the indexes as well, when DJI, NYA &amp; SPX are all near ATHs. (3) almost forget, Feb. 1 will be Tariff Day.Image","listText":"Hello everyone! Today i want to share some technical analysis with you!1.I understand the RED PART of this map, but I am puzzled by the deep green part of this map. Where do these bullish feelings come from? Don't tell me this is rotation, as in a paradigm-shift event, EVERYONE WILL BE IMPACTED. EVERYONE!! The next crash leg is almost ready. <a href=\"https://ttm.financial/S/MAGS\">$The Magnificent Seven ETF(MAGS)$</a> Image2.WILD TWO DAYS: (1) in the next 48 hours, your nerve will be tested--as four of Mag-7 will report earnings, juxposted by Powell's presser &amp; FOMC. (2) Make-or-break moment for the indexes as well, when DJI, NYA &amp; SPX are all near ATHs. (3) almost forget, Feb. 1 will be Tariff Day.Image","text":"Hello everyone! Today i want to share some technical analysis with you!1.I understand the RED PART of this map, but I am puzzled by the deep green part of this map. Where do these bullish feelings come from? Don't tell me this is rotation, as in a paradigm-shift event, EVERYONE WILL BE IMPACTED. EVERYONE!! The next crash leg is almost ready. $The Magnificent Seven ETF(MAGS)$ Image2.WILD TWO DAYS: (1) in the next 48 hours, your nerve will be tested--as four of Mag-7 will report earnings, juxposted by Powell's presser & FOMC. (2) Make-or-break moment for the indexes as well, when DJI, NYA & SPX are all near ATHs. (3) almost forget, Feb. 1 will be Tariff Day.Image","images":[{"img":"https://community-static.tradeup.com/news/efc52ad12ab2e34a01801f0a0c93ad75","width":"1527","height":"1149"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":152,"commentSize":3,"repostSize":4,"link":"https://ttm.financial/post/397795316375728","isVote":1,"tweetType":1,"viewCount":4468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554724786554661","authorId":"3554724786554661","name":"milkteasg","avatar":"https://community-static.tradeup.com/news/3f48cf2fb88aa754681018c903659021","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3554724786554661","idStr":"3554724786554661"},"content":"jus buy don overthink lol","text":"jus buy don overthink lol","html":"jus buy don overthink lol"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":397512841310872,"gmtCreate":1738074068177,"gmtModify":1738243130635,"author":{"id":"3582814433174693","authorId":"3582814433174693","name":"Shumer","avatar":"https://community-static.tradeup.com/news/ff09b2e8973f9c80097832442e3c176e","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582814433174693","idStr":"3582814433174693"},"themes":[],"htmlText":"We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastructure imrovements and consciousness replication. First as prerietory models, and later as open-source tamagochi devices connected to a destributed network","listText":"We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastructure imrovements and consciousness replication. First as prerietory models, and later as open-source tamagochi devices connected to a destributed network","text":"We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastructure imrovements and consciousness replication. First as prerietory models, and later as open-source tamagochi devices connected to a destributed network","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":70,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/397512841310872","isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397239021625472,"gmtCreate":1738007291525,"gmtModify":1738007295230,"author":{"id":"4111796805454312","authorId":"4111796805454312","name":"Brother272005","avatar":"https://community-static.tradeup.com/news/98eb4eb68d1bd2120f5c4a6cc2f9156e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4111796805454312","idStr":"4111796805454312"},"themes":[],"htmlText":"China always like to copy usa product, this time might not be surprise if they have improve the chip.&nbsp;","listText":"China always like to copy usa product, this time might not be surprise if they have improve the chip.&nbsp;","text":"China always like to copy usa product, this time might not be surprise if they have improve the chip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397239021625472","isVote":1,"tweetType":1,"viewCount":2731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397125251224056,"gmtCreate":1737994251638,"gmtModify":1738028402234,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register.&nbsp; The website stated the status as \"Monitoring\" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register.&nbsp; The website stated the status as \"Monitoring\" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter&nbsp;","text":"$NVIDIA(NVDA)$ 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register. The website stated the status as \"Monitoring\" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter","images":[{"img":"https://community-static.tradeup.com/news/ad4df1264380289ed85af2cec1e03b91","width":"1284","height":"685"},{"img":"https://community-static.tradeup.com/news/ac7e2490e2f85a751b354385d779d3ab","width":"1152","height":"642"},{"img":"https://community-static.tradeup.com/news/c0fe10541a3d8dd3034be2179c84d723","width":"1152","height":"2124"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":193,"commentSize":101,"repostSize":2909,"link":"https://ttm.financial/post/397125251224056","isVote":1,"tweetType":1,"viewCount":66320,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172293714339752","authorId":"4172293714339752","name":"Kiwi Tigress","avatar":"https://community-static.tradeup.com/news/44439795b309a195e7cd7613ce58f08f","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172293714339752","idStr":"4172293714339752"},"content":"They can't compete with $NVIDIA(NVDA)$ buy the dip fo sure! 💚","text":"They can't compete with $NVIDIA(NVDA)$ buy the dip fo sure! 💚","html":"They can't compete with $NVIDIA(NVDA)$ buy the dip fo sure! 💚"},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"//@Kiwi Tigress: They can't compete with $NVIDIA(NVDA)$ buy the dip fo sure! 💚","text":"//@Kiwi Tigress: They can't compete with $NVIDIA(NVDA)$ buy the dip fo sure! 💚","html":"//@Kiwi Tigress: They can't compete with $NVIDIA(NVDA)$ buy the dip fo sure! 💚"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":397162978357624,"gmtCreate":1737988600368,"gmtModify":1737988604700,"author":{"id":"10000000000010987","authorId":"10000000000010987","name":"Thomas Flynn","avatar":"https://static.tigerbbs.com/30bbd0a59a8d7d57f742e98ccfab8e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010987","idStr":"10000000000010987"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <v-v data-views=\"0\"></v-v>DeepSeek proves that NVDA chips are no longer the only way to create compelling AI and that cheaper chips could be used in replacement. This realization sends NVDA stock into correction mode which who knows when would stop. Below 100? Below 75? Below 50? don't know [LOL][LOL][LOL]","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <v-v data-views=\"0\"></v-v>DeepSeek proves that NVDA chips are no longer the only way to create compelling AI and that cheaper chips could be used in replacement. This realization sends NVDA stock into correction mode which who knows when would stop. Below 100? Below 75? Below 50? don't know [LOL][LOL][LOL]","text":"$NVIDIA(NVDA)$ DeepSeek proves that NVDA chips are no longer the only way to create compelling AI and that cheaper chips could be used in replacement. This realization sends NVDA stock into correction mode which who knows when would stop. Below 100? Below 75? Below 50? don't know [LOL][LOL][LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":16,"link":"https://ttm.financial/post/397162978357624","isVote":1,"tweetType":1,"viewCount":4564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110131154550432","authorId":"4110131154550432","name":"大树大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4110131154550432","idStr":"4110131154550432"},"content":"Cheaper chips could be used? ds uses n cards like","text":"Cheaper chips could be used? ds uses n cards like","html":"Cheaper chips could be used? ds uses n cards like"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397159610908848,"gmtCreate":1737987711718,"gmtModify":1737987718289,"author":{"id":"10000000000010986","authorId":"10000000000010986","name":"Abbott Cook(e)","avatar":"https://static.tigerbbs.com/a1fca2cb85ad90a226456299b6930c86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010986","idStr":"10000000000010986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>Deepseek AI is beating chatgpt, becoming the top-rated free app on Apple's App Store. [Sly][Sly][Sly]See this is why AAPL never got into AI. [LOL][LOL][LOL]What’s more, Lucky for Apple they didn’t spend any $ on hardware from <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> . All home grown software based [Tongue][Tongue][Tongue]","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>Deepseek AI is beating chatgpt, becoming the top-rated free app on Apple's App Store. [Sly][Sly][Sly]See this is why AAPL never got into AI. [LOL][LOL][LOL]What’s more, Lucky for Apple they didn’t spend any $ on hardware from <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> . All home grown software based [Tongue][Tongue][Tongue]","text":"$Apple(AAPL)$ Deepseek AI is beating chatgpt, becoming the top-rated free app on Apple's App Store. [Sly][Sly][Sly]See this is why AAPL never got into AI. [LOL][LOL][LOL]What’s more, Lucky for Apple they didn’t spend any $ on hardware from $NVIDIA(NVDA)$ . All home grown software based [Tongue][Tongue][Tongue]","images":[{"img":"https://community-static.tradeup.com/news/875d241989f25fe1dc597eadf8baf49a","width":"680","height":"680"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/397159610908848","isVote":1,"tweetType":1,"viewCount":4542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560307510640662","authorId":"3560307510640662","name":"Louis Sg","avatar":"https://static.tigerbbs.com/05bb06bcca1cb9cd5016f4c8230c2803","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3560307510640662","idStr":"3560307510640662"},"content":"Please don’t hearsay, test and you understand more.","text":"Please don’t hearsay, test and you understand more.","html":"Please don’t hearsay, test and you understand more."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397140207251632,"gmtCreate":1737982974497,"gmtModify":1737983088704,"author":{"id":"10000000000010986","authorId":"10000000000010986","name":"Abbott Cook(e)","avatar":"https://static.tigerbbs.com/a1fca2cb85ad90a226456299b6930c86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010986","idStr":"10000000000010986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>DeepSeek found a OpenAI solution which can run on a low horse power and no one else in the US companies could even think off. There is something which is not connecting the dots. No way this should bring down the whole tech market. This is a super over reaction. IMO a huge buying opportunity today. With one statement from either a tech giant will clarify the situation and it will reverse. Good luck all. [Happy][Happy][Happy]","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>DeepSeek found a OpenAI solution which can run on a low horse power and no one else in the US companies could even think off. There is something which is not connecting the dots. No way this should bring down the whole tech market. This is a super over reaction. IMO a huge buying opportunity today. With one statement from either a tech giant will clarify the situation and it will reverse. Good luck all. [Happy][Happy][Happy]","text":"$Microsoft(MSFT)$ DeepSeek found a OpenAI solution which can run on a low horse power and no one else in the US companies could even think off. There is something which is not connecting the dots. No way this should bring down the whole tech market. This is a super over reaction. IMO a huge buying opportunity today. With one statement from either a tech giant will clarify the situation and it will reverse. Good luck all. [Happy][Happy][Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397140207251632","isVote":1,"tweetType":1,"viewCount":3499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397134020948344,"gmtCreate":1737981530688,"gmtModify":1737981535606,"author":{"id":"10000000000010985","authorId":"10000000000010985","name":"Marico Samuel","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010985","idStr":"10000000000010985"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Does anyone actually think the top dogs of AI are going to sit back without a rebuttal on the Deepseek claim? Musk, Bezos, JensenKarp, Zuckerberg they will eat this claim alive by noon.Enjoy the dip [Smart][Smart][Smart]Maybe it will be the great chance for these stocks!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Does anyone actually think the top dogs of AI are going to sit back without a rebuttal on the Deepseek claim? Musk, Bezos, JensenKarp, Zuckerberg they will eat this claim alive by noon.Enjoy the dip [Smart][Smart][Smart]Maybe it will be the great chance for these stocks!","text":"$Tesla Motors(TSLA)$ Does anyone actually think the top dogs of AI are going to sit back without a rebuttal on the Deepseek claim? Musk, Bezos, JensenKarp, Zuckerberg they will eat this claim alive by noon.Enjoy the dip [Smart][Smart][Smart]Maybe it will be the great chance for these stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397134020948344","isVote":1,"tweetType":1,"viewCount":3383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397123854041736,"gmtCreate":1737979001607,"gmtModify":1737981419235,"author":{"id":"4105176974307820","authorId":"4105176974307820","name":"Tiger_James Ooi","avatar":"https://community-static.tradeup.com/news/7961414f4a4084256e762297d29aa077","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105176974307820","idStr":"4105176974307820"},"themes":[],"title":"AI Stocks Drop Premarket Amid DeepSeek Hype: Why Investors Shouldn’t Overreact?","htmlText":"What is DeepSeek?DeepSeek is an open-source AI model developed by a Chinese AI startup.It reportedly outperforms industry-leading models, such as OpenAI’s GPT-4, on several key benchmarks at a significantly lower cost. DeepSeek claims to have spent only $5.6 million to develop its model.However, Scale AI CEO Alexandr Wang mentioned that DeepSeek has access to around 50,000 NVIDIA H100 AI GPUs (each costing $27,000 to $40,000 per unit).Due to export restrictions, DeepSeek has avoided discussing its use of these GPUs, suggesting that their true costs may be understated.&nbsp;The Impact of DeepSeek’s SuccessCost Efficiency Concerns:If a Chinese startup can develop an LLM (large language model) as good as OpenAI or Meta’s models with significantly fewer AI chips (lesser cost), why should compa","listText":"What is DeepSeek?DeepSeek is an open-source AI model developed by a Chinese AI startup.It reportedly outperforms industry-leading models, such as OpenAI’s GPT-4, on several key benchmarks at a significantly lower cost. DeepSeek claims to have spent only $5.6 million to develop its model.However, Scale AI CEO Alexandr Wang mentioned that DeepSeek has access to around 50,000 NVIDIA H100 AI GPUs (each costing $27,000 to $40,000 per unit).Due to export restrictions, DeepSeek has avoided discussing its use of these GPUs, suggesting that their true costs may be understated.&nbsp;The Impact of DeepSeek’s SuccessCost Efficiency Concerns:If a Chinese startup can develop an LLM (large language model) as good as OpenAI or Meta’s models with significantly fewer AI chips (lesser cost), why should compa","text":"What is DeepSeek?DeepSeek is an open-source AI model developed by a Chinese AI startup.It reportedly outperforms industry-leading models, such as OpenAI’s GPT-4, on several key benchmarks at a significantly lower cost. DeepSeek claims to have spent only $5.6 million to develop its model.However, Scale AI CEO Alexandr Wang mentioned that DeepSeek has access to around 50,000 NVIDIA H100 AI GPUs (each costing $27,000 to $40,000 per unit).Due to export restrictions, DeepSeek has avoided discussing its use of these GPUs, suggesting that their true costs may be understated. The Impact of DeepSeek’s SuccessCost Efficiency Concerns:If a Chinese startup can develop an LLM (large language model) as good as OpenAI or Meta’s models with significantly fewer AI chips (lesser cost), why should compa","images":[{"img":"https://community-static.tradeup.com/news/8a7bb50d46c09f3afd9c3943497d5ddc"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":61,"commentSize":0,"repostSize":30,"link":"https://ttm.financial/post/397123854041736","isVote":1,"tweetType":1,"viewCount":45100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397078662266944,"gmtCreate":1737968106353,"gmtModify":1737968211291,"author":{"id":"1436866998000","authorId":"1436866998000","name":"Esther_Ryan","avatar":"https://community-static.tradeup.com/news/5c8035c0c68d435819f879ac7882f822","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"Market Preview from Deepseek: Big Tech Earnings & FED's Meeting in Focus","htmlText":"Nasdaq 100 Index Futures Extend Losses to 3%, DEEPSEEK Sparks Concerns Over U.S. Tech DominancePre-Market Plunge in Semiconductor Stocks: <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> : -7.3% <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> : -7% <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> : -6.9% <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> : -6.4% <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> : -6.9% <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> : -5.73% <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> : -4.75% <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> : -5.44% <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> : -","listText":"Nasdaq 100 Index Futures Extend Losses to 3%, DEEPSEEK Sparks Concerns Over U.S. Tech DominancePre-Market Plunge in Semiconductor Stocks: <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> : -7.3% <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> : -7% <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> : -6.9% <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> : -6.4% <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> : -6.9% <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> : -5.73% <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> : -4.75% <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> : -5.44% <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> : -","text":"Nasdaq 100 Index Futures Extend Losses to 3%, DEEPSEEK Sparks Concerns Over U.S. Tech DominancePre-Market Plunge in Semiconductor Stocks: $ARM Holdings(ARM)$ : -7.3% $NVIDIA(NVDA)$ : -7% $Broadcom(AVGO)$ : -6.9% $SUPER MICRO COMPUTER INC(SMCI)$ : -6.4% $Taiwan Semiconductor Manufacturing(TSM)$ : -6.9% $Micron Technology(MU)$ : -5.73% $Qualcomm(QCOM)$ : -4.75% $Advanced Micro Devices(AMD)$ : -5.44% $Intel(INTC)$ : -","images":[{"img":"https://community-static.tradeup.com/news/f975755050f664d055ca8f63e07d8316","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":71,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/397078662266944","isVote":1,"tweetType":1,"viewCount":3738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397073624576568,"gmtCreate":1737967025109,"gmtModify":1737967154119,"author":{"id":"3576915603276232","authorId":"3576915603276232","name":"Purplet72","avatar":"https://community-static.tradeup.com/news/4720e36448f6726fcffb35b2658218c2","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576915603276232","idStr":"3576915603276232"},"themes":[],"htmlText":"There's a Kimi AI that can only access via wechat. This one is also another killer.&nbsp;","listText":"There's a Kimi AI that can only access via wechat. This one is also another killer.&nbsp;","text":"There's a Kimi AI that can only access via wechat. This one is also another killer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397073624576568","isVote":1,"tweetType":1,"viewCount":3097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397069058293920,"gmtCreate":1737965991909,"gmtModify":1737966498673,"author":{"id":"4100221720016130","authorId":"4100221720016130","name":"fujerry","avatar":"https://static.tigerbbs.com/83023a353706e2b4c8e0ef1b296c6976","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100221720016130","idStr":"4100221720016130"},"themes":[],"htmlText":"We truly want to see 2 way movements to confirm the next trend in the AI driven economic growth.&nbsp; Today's move is welcome","listText":"We truly want to see 2 way movements to confirm the next trend in the AI driven economic growth.&nbsp; Today's move is welcome","text":"We truly want to see 2 way movements to confirm the next trend in the AI driven economic growth. Today's move is welcome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397069058293920","isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397065628278848,"gmtCreate":1737964924227,"gmtModify":1737965406592,"author":{"id":"3448793367875557","authorId":"3448793367875557","name":"Bottom Treasure","avatar":"https://static.tigerbbs.com/20616c062c392e47ee8fc9107f46437d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3448793367875557","idStr":"3448793367875557"},"themes":[],"title":"US markets going to erase over $1 trillion of market cap in Monday","htmlText":"Chip Stocks Overnight Reaction to DeepSeek: 1. Arm, <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> : -5.5% 2. Nvidia, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> : -5.3% 3. Broadcom, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> : -4.9% 4. Super Micro, <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> : -4.6% 5. Taiwan Semi, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> : -4.5% 6. Micron, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> : -4.3% 7. Qualcomm, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> : -2.8% 8. AMD, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> : -2.5% 9. Intel, <a href=\"https://ttm.financial/S/INTC\">$Intel(INT</a>","listText":"Chip Stocks Overnight Reaction to DeepSeek: 1. Arm, <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> : -5.5% 2. Nvidia, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> : -5.3% 3. Broadcom, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> : -4.9% 4. Super Micro, <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> : -4.6% 5. Taiwan Semi, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> : -4.5% 6. Micron, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> : -4.3% 7. Qualcomm, <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> : -2.8% 8. AMD, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> : -2.5% 9. Intel, <a href=\"https://ttm.financial/S/INTC\">$Intel(INT</a>","text":"Chip Stocks Overnight Reaction to DeepSeek: 1. Arm, $ARM Holdings(ARM)$ : -5.5% 2. Nvidia, $NVIDIA(NVDA)$ : -5.3% 3. Broadcom, $Broadcom(AVGO)$ : -4.9% 4. Super Micro, $SUPER MICRO COMPUTER INC(SMCI)$ : -4.6% 5. Taiwan Semi, $Taiwan Semiconductor Manufacturing(TSM)$ : -4.5% 6. Micron, $Micron Technology(MU)$ : -4.3% 7. Qualcomm, $Qualcomm(QCOM)$ : -2.8% 8. AMD, $Advanced Micro Devices(AMD)$ : -2.5% 9. Intel, $Intel(INT","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397065628278848","isVote":1,"tweetType":1,"viewCount":5562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397027703459968,"gmtCreate":1737955700176,"gmtModify":1737956836140,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"htmlText":"My raw thoughts on @deepseek_ai and its impact Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership. If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up. DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune. But there is more to this stor","listText":"My raw thoughts on @deepseek_ai and its impact Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership. If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up. DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune. But there is more to this stor","text":"My raw thoughts on @deepseek_ai and its impact Enter DeepSeek AI, claiming to be the David to the Goliath of Western AI giants. They say they're cheaper, better, and not bound by the same hardware shackles. If true, this isn't just a game-changer; it's a game-ender for those who thought AI was an exclusive club requiring a Silicon Valley membership. If DeepSeek's using something like the H100 under the radar, it's not just about technology; it's about who can bend or break the rules. China's already stacked enough chips to keep playing, and when they crack their own tech, the West might just be playing catch-up. DeepSeek could be the catalyst for commoditizing AI, making it as ubiquitous as electricity, where the cost per query becomes a penny, not a fortune. But there is more to this stor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/397027703459968","isVote":1,"tweetType":1,"viewCount":5673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"content":"Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀","text":"Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀","html":"Bruh, is your trading strategy ‘Ctrl+C, Ctrl+V’. Snagging other people’s work from X like it’s a full-time gig. For real, chill with the copy-paste hustle. Watchin ya! 👀👀👀"},{"author":{"id":"3558234450848812","authorId":"3558234450848812","name":"hmanxx","avatar":"https://static.tigerbbs.com/b284affa93fb4bcfb22a9bd59c3f1d6d","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3558234450848812","idStr":"3558234450848812"},"content":"when did science have a miracle without effort. I don't believe this shit","text":"when did science have a miracle without effort. I don't believe this shit","html":"when did science have a miracle without effort. I don't believe this shit"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397020206293632,"gmtCreate":1737954175145,"gmtModify":1737956945905,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"htmlText":"Number of H100 chips bought in 2024: - $MSFT: 450,000 - $META: 350,000 - $AMZN: 196,000 - $GOOG: 169,000 If you believe they couldn’t find the way to make better AI without more chips but a few Chinese engineers did it as a side project, you are too naive. Deepseek was reportedly trained on over 200,000 H100s. Even if Deepseek achieved to match OpenAI with less chips, this isn’t any bearish for chip makers, to the contrary, it is amazingly bullish. If Deepseek really reached this level with just a few thousand chips, can you imagine what could be done with a million chips? Deepseek news, true or false, are amazingly bullish for chip makers, especially for $NVDA.","listText":"Number of H100 chips bought in 2024: - $MSFT: 450,000 - $META: 350,000 - $AMZN: 196,000 - $GOOG: 169,000 If you believe they couldn’t find the way to make better AI without more chips but a few Chinese engineers did it as a side project, you are too naive. Deepseek was reportedly trained on over 200,000 H100s. Even if Deepseek achieved to match OpenAI with less chips, this isn’t any bearish for chip makers, to the contrary, it is amazingly bullish. If Deepseek really reached this level with just a few thousand chips, can you imagine what could be done with a million chips? Deepseek news, true or false, are amazingly bullish for chip makers, especially for $NVDA.","text":"Number of H100 chips bought in 2024: - $MSFT: 450,000 - $META: 350,000 - $AMZN: 196,000 - $GOOG: 169,000 If you believe they couldn’t find the way to make better AI without more chips but a few Chinese engineers did it as a side project, you are too naive. Deepseek was reportedly trained on over 200,000 H100s. Even if Deepseek achieved to match OpenAI with less chips, this isn’t any bearish for chip makers, to the contrary, it is amazingly bullish. If Deepseek really reached this level with just a few thousand chips, can you imagine what could be done with a million chips? Deepseek news, true or false, are amazingly bullish for chip makers, especially for $NVDA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":82,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/397020206293632","isVote":1,"tweetType":1,"viewCount":4824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396978985505160,"gmtCreate":1737943916570,"gmtModify":1737953037166,"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"themes":[],"htmlText":"Very deep BC! A great write up. Yet another application not available in New Zealand???//<a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>: 🤔💭🧐 The AI landscape is undergoing a rapid and unprecedented evolution, characterised by a real-time redefinition of foundational paradigms. DeepSeek’s achievement serves as a compelling testament to the catalytic role of ingenuity under constraint, underscoring the diminishing primacy of brute resource expenditure in favour of strategic optimisation. For incumbent industry leaders, the imperative has shifted from a binary question of adaptation to the critical urgency of its velocity. As the accessibility of advanced AI proliferates, the potential benefits for end-users expand dramatically. However, the trajectory of this transformation","listText":"Very deep BC! A great write up. Yet another application not available in New Zealand???//<a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>: 🤔💭🧐 The AI landscape is undergoing a rapid and unprecedented evolution, characterised by a real-time redefinition of foundational paradigms. DeepSeek’s achievement serves as a compelling testament to the catalytic role of ingenuity under constraint, underscoring the diminishing primacy of brute resource expenditure in favour of strategic optimisation. For incumbent industry leaders, the imperative has shifted from a binary question of adaptation to the critical urgency of its velocity. As the accessibility of advanced AI proliferates, the potential benefits for end-users expand dramatically. However, the trajectory of this transformation","text":"Very deep BC! A great write up. Yet another application not available in New Zealand???//@Barcode: 🤔💭🧐 The AI landscape is undergoing a rapid and unprecedented evolution, characterised by a real-time redefinition of foundational paradigms. DeepSeek’s achievement serves as a compelling testament to the catalytic role of ingenuity under constraint, underscoring the diminishing primacy of brute resource expenditure in favour of strategic optimisation. For incumbent industry leaders, the imperative has shifted from a binary question of adaptation to the critical urgency of its velocity. As the accessibility of advanced AI proliferates, the potential benefits for end-users expand dramatically. However, the trajectory of this transformation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/396978985505160","repostId":"1153606736","repostType":2,"isVote":1,"tweetType":1,"viewCount":3630,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"content":"Thanks HS, I appreciate your support as always. Thanks for sharing 🍀🍀🍀","text":"Thanks HS, I appreciate your support as always. Thanks for sharing 🍀🍀🍀","html":"Thanks HS, I appreciate your support as always. Thanks for sharing 🍀🍀🍀"}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":419677986570736,"gmtCreate":1743491610109,"gmtModify":1743491614549,"author":{"id":"4195907601996712","authorId":"4195907601996712","name":"Pigpen","avatar":"https://community-static.tradeup.com/news/158e2489fdd747ff9750aa1cb2494abe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195907601996712","authorIdStr":"4195907601996712"},"themes":[],"htmlText":"Nope. It's good it's smart but it's not a game changer. It's a very good copy. So no nothing to get worried about&nbsp;","listText":"Nope. It's good it's smart but it's not a game changer. It's a very good copy. So no nothing to get worried about&nbsp;","text":"Nope. It's good it's smart but it's not a game changer. It's a very good copy. So no nothing to get worried about","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419677986570736","isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}