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Thanks for sharing your thought provoking writeup. So, in your assessment, there is no impact from DeepSeek at the moment? Definitely not 2025 I suppose, but with an ever evolving technology development, DeepSeek is perhaps just one of the many possible ways of utilising AI. ChatGPT AI is the first breakthrough, DeepSeek just shows that it's not the only way to use the chips... more to come in this space is the only reasonable expectation... I am sure AI development will be very different from what we know now.

@Shernice軒嬣 2000：Best AI Stocks to Buy After Nvidia’s DeepSeek-Induced Plunge

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So, in your assessment, there is no impact from DeepSeek at the moment? Definitely not 2025 I suppose, but with an ever evolving technology development, DeepSeek is perhaps just one of the many possible ways of utilising AI. ChatGPT AI is the first breakthrough, DeepSeek just shows that it's not the only way to use the chips... more to come in this space is the only reasonable expectation... I am sure AI development will be very different from what we know now.</body></html>","htmlText":"<html><head></head><body>Thanks for sharing your thought provoking writeup. So, in your assessment, there is no impact from DeepSeek at the moment? Definitely not 2025 I suppose, but with an ever evolving technology development, DeepSeek is perhaps just one of the many possible ways of utilising AI. ChatGPT AI is the first breakthrough, DeepSeek just shows that it's not the only way to use the chips... more to come in this space is the only reasonable expectation... I am sure AI development will be very different from what we know now.</body></html>","text":"Thanks for sharing your thought provoking writeup. So, in your assessment, there is no impact from DeepSeek at the moment? Definitely not 2025 I suppose, but with an ever evolving technology development, DeepSeek is perhaps just one of the many possible ways of utilising AI. ChatGPT AI is the first breakthrough, DeepSeek just shows that it's not the only way to use the chips... more to come in this space is the only reasonable expectation... I am sure AI development will be very different from what we know now.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/398884945760464","repostId":398563631014544,"repostType":1,"repost":{"magic":2,"id":398563631014544,"tweetId":"398563631014544","gmtCreate":1738331063011,"gmtModify":1738544633422,"author":{"id":3560184106659134,"idStr":"3560184106659134","authorId":3560184106659134,"authorIdStr":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/8b92a549eccb5c24c224aefb5dc2fff5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.30","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":1172,"starInvestorFlag":false},"themes":[{"themeId":"aec6e09034414883b0bc077eb412f043","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia's Moat is Gone: Avoid or Buy the Dip Under $100?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":aec6e09034414883b0bc077eb412f043}&rnconfig={\"headerBarHidden\": true}","description":"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.\n-------------\nDoes it mean Nvidia's moat is gone?\n you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? \nWhat's your target price to buy the dip?","image":"https://community-static.tradeup.com/news/73d8eb03191a3fa77e66ecd483061b0c"}],"images":[{"img":"https://community-static.tradeup.com/news/81c918c959e27feccfc51f05398ff3c8","width":"1536","height":"2048"},{"img":"https://community-static.tradeup.com/news/731316ae471d927431f4148f91b8dcd0","width":"1024","height":"740"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/81c918c959e27feccfc51f05398ff3c8","width":"1536","height":"2048"}],"title":"Best AI Stocks to Buy After Nvidia’s DeepSeek-Induced Plunge","html":"<html><head></head><body><p>DeepSeek caused a stir in the U.S. financial market on Monday but quickly rebounded in the following days. This is a good time to reassess your AI portfolio to uncover the next big opportunity beyond Nvidia. The three pillars driving the AI revolution are Compute, Data, and Algorithms.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/81c918c959e27feccfc51f05398ff3c8\" tg-width=\"1536\" tg-height=\"2048\"><span></span></p>\n<p>This article is written by Shernice, if you like my article please hit the like button or do a repost.&nbsp;</p>\n<p><b>1. Compute Chips</b></p>\n<p>General Purpose: $NVDA (90% GPU market share), $TSM, $MU</p>\n<p><br></p>\n<p><b>Customized Chips:</b></p>\n<p>$AVGO (Broadcom): ~70% of customized AI chip market</p>\n<p>$MRVL (Marvell): 13-15% market share, expected to grow</p>\n<p><br></p>\n<p>Tech giants developing in-house chips: $META, $GOOGL, $AMZN, $MSFT</p>\n<p>Notable Developments:</p>\n<p><br></p>\n<p>Broadcom: Developing ASICs for Google (TPU Trillium) and Meta</p>\n<p>Marvell: Focusing on AI-specific workload acceleration</p>\n<p>Meta: MTIA v2 chip shows 3.5x performance increase over v1</p>\n<p><br></p>\n<p>Energy</p>\n<p>$VST, $CEG, $GEV, $OKLO, $NNE, $SMR</p>\n<p><br></p>\n<p>Data Centers</p>\n<p>$ANET, $NBIS, $INOD, $VRT, $SMCI, $DELL, $CLS, $AMZN, $ORCL, $MSFT, $GOOGL, $CORZ</p>\n<p><br></p>\n<p><b>2. Data</b></p>\n<p>Content</p>\n<p>$RDDT, $CRM, $META, $GOOGL</p>\n<p><br></p>\n<p>Cloud Storage</p>\n<p>$DDOG, $SNOW, $NOW, $GTLB</p>\n<p><br></p>\n<p><b>3. Algorithms</b></p>\n<p>$TSLA, $PLTR, $META, $GOOGL, $MSFT, $AMZN, $NVDA</p>\n<p><br></p>\n<p><b>Market Outlook</b></p>\n<p>AI chip market projected to reach $91.18 billion by 2025, growing at 45.2% CAGR</p>\n<p>Custom AI chip market share expected to rise from 11% in 2024 to 15% in 2030</p>\n<p>Meta plans to spend $37 billion on digital infrastructure in 2024</p>\n<p>GPU market valued at $65.3 billion in 2024, driven by AI applications</p>\n<p>Generative AI market projected to surpass $200 billion by 2030</p>\n<p>The AI revolution is rapidly evolving, with customized chips playing an increasingly crucial role. While NVIDIA maintains dominance in GPUs, companies like Broadcom and Marvell are gaining ground in the customized AI chip market. Tech giants are also developing in-house solutions to reduce reliance on external suppliers, as evidenced by Meta's MTIA chip advancements.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/731316ae471d927431f4148f91b8dcd0\" tg-width=\"1024\" tg-height=\"740\"><span></span></p>\n<p><a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM &nbsp;</a><a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion &nbsp;</a><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver &nbsp;</a></p></body></html>","htmlText":"<html><head></head><body><p>DeepSeek caused a stir in the U.S. financial market on Monday but quickly rebounded in the following days. This is a good time to reassess your AI portfolio to uncover the next big opportunity beyond Nvidia. The three pillars driving the AI revolution are Compute, Data, and Algorithms.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/81c918c959e27feccfc51f05398ff3c8\" tg-width=\"1536\" tg-height=\"2048\"><span></span></p>\n<p>This article is written by Shernice, if you like my article please hit the like button or do a repost.&nbsp;</p>\n<p><b>1. Compute Chips</b></p>\n<p>General Purpose: $NVDA (90% GPU market share), $TSM, $MU</p>\n<p><br></p>\n<p><b>Customized Chips:</b></p>\n<p>$AVGO (Broadcom): ~70% of customized AI chip market</p>\n<p>$MRVL (Marvell): 13-15% market share, expected to grow</p>\n<p><br></p>\n<p>Tech giants developing in-house chips: $META, $GOOGL, $AMZN, $MSFT</p>\n<p>Notable Developments:</p>\n<p><br></p>\n<p>Broadcom: Developing ASICs for Google (TPU Trillium) and Meta</p>\n<p>Marvell: Focusing on AI-specific workload acceleration</p>\n<p>Meta: MTIA v2 chip shows 3.5x performance increase over v1</p>\n<p><br></p>\n<p>Energy</p>\n<p>$VST, $CEG, $GEV, $OKLO, $NNE, $SMR</p>\n<p><br></p>\n<p>Data Centers</p>\n<p>$ANET, $NBIS, $INOD, $VRT, $SMCI, $DELL, $CLS, $AMZN, $ORCL, $MSFT, $GOOGL, $CORZ</p>\n<p><br></p>\n<p><b>2. Data</b></p>\n<p>Content</p>\n<p>$RDDT, $CRM, $META, $GOOGL</p>\n<p><br></p>\n<p>Cloud Storage</p>\n<p>$DDOG, $SNOW, $NOW, $GTLB</p>\n<p><br></p>\n<p><b>3. Algorithms</b></p>\n<p>$TSLA, $PLTR, $META, $GOOGL, $MSFT, $AMZN, $NVDA</p>\n<p><br></p>\n<p><b>Market Outlook</b></p>\n<p>AI chip market projected to reach $91.18 billion by 2025, growing at 45.2% CAGR</p>\n<p>Custom AI chip market share expected to rise from 11% in 2024 to 15% in 2030</p>\n<p>Meta plans to spend $37 billion on digital infrastructure in 2024</p>\n<p>GPU market valued at $65.3 billion in 2024, driven by AI applications</p>\n<p>Generative AI market projected to surpass $200 billion by 2030</p>\n<p>The AI revolution is rapidly evolving, with customized chips playing an increasingly crucial role. While NVIDIA maintains dominance in GPUs, companies like Broadcom and Marvell are gaining ground in the customized AI chip market. Tech giants are also developing in-house solutions to reduce reliance on external suppliers, as evidenced by Meta's MTIA chip advancements.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/731316ae471d927431f4148f91b8dcd0\" tg-width=\"1024\" tg-height=\"740\"><span></span></p>\n<p><a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM &nbsp;</a><a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion &nbsp;</a><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars &nbsp;</a><a href=\"https://ttm.financial/U/9000000000000439\">@TigerObserver &nbsp;</a></p></body></html>","text":"DeepSeek caused a stir in the U.S. financial market on Monday but quickly rebounded in the following days. This is a good time to reassess your AI portfolio to uncover the next big opportunity beyond Nvidia. The three pillars driving the AI revolution are Compute, Data, and Algorithms. This article is written by Shernice, if you like my article please hit the like button or do a repost. 1. Compute Chips General Purpose: $NVDA (90% GPU market share), $TSM, $MU Customized Chips: $AVGO (Broadcom): ~70% of customized AI chip market $MRVL (Marvell): 13-15% market share, expected to grow Tech giants developing in-house chips: $META, $GOOGL, $AMZN, $MSFT Notable Developments: Broadcom: Developing ASICs for Google (TPU Trillium) and Meta Marvell: Focusing on AI-specific workload acceleration Meta: MTIA v2 chip shows 3.5x performance increase over v1 Energy $VST, $CEG, $GEV, $OKLO, $NNE, $SMR Data Centers $ANET, $NBIS, $INOD, $VRT, $SMCI, $DELL, $CLS, $AMZN, $ORCL, $MSFT, $GOOGL, $CORZ 2. Data Content $RDDT, $CRM, $META, $GOOGL Cloud Storage $DDOG, $SNOW, $NOW, $GTLB 3. Algorithms $TSLA, $PLTR, $META, $GOOGL, $MSFT, $AMZN, $NVDA Market Outlook AI chip market projected to reach $91.18 billion by 2025, growing at 45.2% CAGR Custom AI chip market share expected to rise from 11% in 2024 to 15% in 2030 Meta plans to spend $37 billion on digital infrastructure in 2024 GPU market valued at $65.3 billion in 2024, driven by AI applications Generative AI market projected to surpass $200 billion by 2030 The AI revolution is rapidly evolving, with customized chips playing an increasingly crucial role. While NVIDIA maintains dominance in GPUs, companies like Broadcom and Marvell are gaining ground in the customized AI chip market. Tech giants are also developing in-house solutions to reduce reliance on external suppliers, as evidenced by Meta's MTIA chip advancements. @TigerPM @Daily_Discussion @Tiger_comments @TigerStars @TigerObserver","highlighted":1,"essential":1,"paper":2,"link":"https://ttm.financial/post/398563631014544","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1648,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":4,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":428,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/398884945760464"}