NVDA - Not at all predictable

BrianTycangco鄭彥渊
01-30

Not at all predictable. 🙃

At the same time, it’s rather weird that the makers of Deepseek would admit they use $NVIDIA(NVDA)$ GPUs. They know it’s only going to lead to tighter export restrictions.

That’s unless they weren’t using Nvidia GPUs in the first place and want to see Trump further damage NVDA’s prospects.

Just a thought. But odds are they will still be dependent on Nvidia.

Crazy how NVDA just managed to end up resting on that trend line. A buying opportunity or a harbinger of further declines? Feels like we haven’t heard the last from China in the AI space.

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