After the close we get some very heavy tech weighted earnings. Ifffff there is an inkling of a slowdown in Capex spending nvda will be under 100 by friday!!! Volatility is going to be extreme tonight!!!
They’re already investigating DS to call it a fraud, DS already being banned in sensitive sectors. The market is actually buying the dips. I think we won’t see NVDA < 100 More like NVDA > 200
https://www.bloomberg.com/news/arti...-linked-group-improperly-obtained-openai-data https://nypost.com/2025/01/28/us-ne...chinas-deepseek-ai-app-out-of-security-fears/ https://www.reuters.com/technology/...amount-nvidia-stock-deepseek-rout-2025-01-28/
Those headlines mean nothing. .msft trying to stay ahead since they have investments in chatgpt so of course they will probe. Msft invested heavily into chatgpt so they are very worried. ..
msft is just speculating since openai banned itself offering products and serivces in china, including hong kong. also the outputs of openai are not stored permanently. i guess that maybe this data vendor provides output data to test deepseek algo in order to benchmark openai, doesn't mean deepseek is copying their algo. nvda since last summer is "cooking" the books, booking more account receivables than other majors are recording on their own books. the black swan would be somehow china come up with gpu chips that is more efficient to task.