DeepSeek Become a Threat to Large Cap Tech?

01-27

The idea that a futures gap down is driven by a Deepseek LLM and China potentially building cheaper, more efficient GPU processing is wild. Feels more like market makers playing games to shake things up in a bull market. Bull runs always face obstacles, but the show goes on. In the short term, narratives often move markets more than fundamentals. The tech evolution remains intact.

KYHBKO

01-26

My Investing Muse (27Jan2025) - layoffs, DeepSeek, Interest Rate

My Investing Muse (27Jan2025) Layoffs & Closure news Image Amazon is shutting its operations in Quebec, with 1,800 losing their jobs The list of major companies laying off staff in the new year, including Meta, Microsoft, BlackRock, and BP - Business Insider Biogen research team hit by layoffs as company shifts resources to external opportunities - Fierce Biotech Stripe laid off 300 people on Monday, mostly product, engineering, and operations workers. - Business Insider This week on Nation's Restaurant News the top story was Starbucks CEO Brian Niccol foreshadows possible layoffs. (Not finalized) - NRN CNN plans to lay off hundreds of employees, cut costs; NBC plots firings - NY Post The above are some snippets of news about layoffs, and closures in the past week. China’s AI

My Investing Muse (27Jan2025) - layoffs, DeepSeek, Interest Rate

ECA

01-26

Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance.

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Feels more like market makers playing games to shake things up in a bull market. Bull runs always face obstacles, but the show goes on. In the short term, narratives often move markets more than fundamentals. The tech evolution remains intact.","listText":"The idea that a futures gap down is driven by a Deepseek LLM and China potentially building cheaper, more efficient GPU processing is wild. Feels more like market makers playing games to shake things up in a bull market. Bull runs always face obstacles, but the show goes on. In the short term, narratives often move markets more than fundamentals. The tech evolution remains intact.","text":"The idea that a futures gap down is driven by a Deepseek LLM and China potentially building cheaper, more efficient GPU processing is wild. Feels more like market makers playing games to shake things up in a bull market. Bull runs always face obstacles, but the show goes on. In the short term, narratives often move markets more than fundamentals. The tech evolution remains intact.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396966802854112","isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396794039427512,"gmtCreate":1737898684765,"gmtModify":1737951239880,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"My Investing Muse (27Jan2025) - layoffs, DeepSeek, Interest Rate ","htmlText":"My Investing Muse (27Jan2025) Layoffs &amp; Closure news Image Amazon is shutting its operations in Quebec, with 1,800 losing their jobs The list of major companies laying off staff in the new year, including Meta, Microsoft, BlackRock, and BP - Business Insider Biogen research team hit by layoffs as company shifts resources to external opportunities - Fierce Biotech Stripe laid off 300 people on Monday, mostly product, engineering, and operations workers. - Business Insider This week on Nation's Restaurant News the top story was Starbucks CEO Brian Niccol foreshadows&nbsp;possible&nbsp;layoffs. (Not finalized) - NRN CNN plans to lay off hundreds of employees, cut costs; NBC plots firings - NY Post The above are some snippets of news about layoffs, and closures in the past week. China’s AI","listText":"My Investing Muse (27Jan2025) Layoffs &amp; Closure news Image Amazon is shutting its operations in Quebec, with 1,800 losing their jobs The list of major companies laying off staff in the new year, including Meta, Microsoft, BlackRock, and BP - Business Insider Biogen research team hit by layoffs as company shifts resources to external opportunities - Fierce Biotech Stripe laid off 300 people on Monday, mostly product, engineering, and operations workers. - Business Insider This week on Nation's Restaurant News the top story was Starbucks CEO Brian Niccol foreshadows&nbsp;possible&nbsp;layoffs. (Not finalized) - NRN CNN plans to lay off hundreds of employees, cut costs; NBC plots firings - NY Post The above are some snippets of news about layoffs, and closures in the past week. China’s AI","text":"My Investing Muse (27Jan2025) Layoffs & Closure news Image Amazon is shutting its operations in Quebec, with 1,800 losing their jobs The list of major companies laying off staff in the new year, including Meta, Microsoft, BlackRock, and BP - Business Insider Biogen research team hit by layoffs as company shifts resources to external opportunities - Fierce Biotech Stripe laid off 300 people on Monday, mostly product, engineering, and operations workers. - Business Insider This week on Nation's Restaurant News the top story was Starbucks CEO Brian Niccol foreshadows possible layoffs. (Not finalized) - NRN CNN plans to lay off hundreds of employees, cut costs; NBC plots firings - NY Post The above are some snippets of news about layoffs, and closures in the past week. China’s AI","images":[{"img":"https://community-static.tradeup.com/news/f1c234b2f4ab8ebae8a670a30ab20975","width":"680","height":"557"},{"img":"https://community-static.tradeup.com/news/4f9d5015a8e0e57305d751efeadf3cbc","width":"680","height":"563"},{"img":"https://community-static.tradeup.com/news/58f174dc59768c708380d642954d1c7a","width":"680","height":"403"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":25,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/396794039427512","isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":396717456060992,"gmtCreate":1737879782759,"gmtModify":1737953550562,"author":{"id":"3583583162782511","authorId":"3583583162782511","name":"ECA","avatar":"https://static.tigerbbs.com/718eae234a49daca134efd37f092acb0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583583162782511","authorIdStr":"3583583162782511"},"themes":[],"htmlText":"Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance.&nbsp;","listText":"Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance.&nbsp;","text":"Dude. What are you talking about man. NVDA and DeepSeek are not competitors and produce different products and services. DeepSeek threatens the LLMs produced by other hyper scalers like Google Gemini, OpenAi, Llama, etc. If anything you admitted that it actually runs on NVDA chips, and so it needs NVDA. DeepSeek actually strengthen's NVDA's dominance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/396717456060992","repostId":"1153606736","repostType":2,"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199855942376372","authorId":"4199855942376372","name":"SmoothTW","avatar":"https://community-static.tradeup.com/news/e8ed02ab9d518304c01ae464993d8813","crmLevel":1,"crmLevelSwitch":0,"idStr":"4199855942376372","authorIdStr":"4199855942376372"},"content":"The new approach to LLM training that Deepseek R1 used is much less compute intensive than other models. Less compute = less need for capex on high end GPUs = bearish for NVDA in the short term.","text":"The new approach to LLM training that Deepseek R1 used is much less compute intensive than other models. Less compute = less need for capex on high end GPUs = bearish for NVDA in the short term.","html":"The new approach to LLM training that Deepseek R1 used is much less compute intensive than other models. Less compute = less need for capex on high end GPUs = bearish for NVDA in the short term."}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":397069058293920,"gmtCreate":1737965991909,"gmtModify":1737966498673,"author":{"id":"4100221720016130","authorId":"4100221720016130","name":"fujerry","avatar":"https://static.tigerbbs.com/83023a353706e2b4c8e0ef1b296c6976","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100221720016130","authorIdStr":"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":1164,"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":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4111796805454312","authorIdStr":"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":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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,"idStr":"3576915603276232","authorIdStr":"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":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}