I believe there maybe some truth in it though my take would be to focus on long term investment. $NVIDIA Corp(NVDA)$ might be hard hit given that Deepseek uses less of a fraction compare to OpenAI, long term wise its always are surely support more than "quantum computing" power.
Never rush in to buy but to observe and listen to what make sense before the final "clicks".
Happy Chinese New Year, May every tigers have a healthy and prosperous years ago, embrace headwind, caution on tailwind.
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