DeepSeek's release date is no

DeepSeek's release date is no coincidence. This week overlaps with not only US holidays and the presidential inauguration, but also the Lunar New Year, when most of $Taiwan Semiconductor Manufacturing(TSM)$ workforce is on holiday.

I was on a call with the team a few hours ago, and we are working with $NVIDIA(NVDA)$ and the US State Department to track all H100 and H800 chip shipments between 2023 and 2025.

From Dr. Kim, TSMC

Nvidia's Moat is Gone: Avoid or Buy the Dip Under $100?

DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?

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