nomadic_m
01-30
DeepSeek's arrival is a potential long-term challenge to $NVIDIA Corp(NVDA)$'s dominance in the AI chip market, but its short-term impact has primarily been a sentiment shift, creating a buying opportunity.  While the long-term effects depend on DeepSeek's scaling and Nvidia's response, the current dip could be a good entry point for long-term investors, particularly around the $116-$129 range.  However, increased competition, Nvidia's reaction, and the overall evolution of AI hardware are key factors to watch.

$GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$
$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$

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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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