Cramer's Wrong

Discussion in 'Stocks' started by vztrdr, Mar 27, 2025.

  1. schizo

    schizo

    While those accusations may be true, neither ChatGPT nor Gemini revealed the "thought process" behind their answers before DeepSeek. Now both of these AIs have been upgraded to offer this DeepSeek lookalike replies too. You don't consider them as sad copycats?

    At any rate, I think the West needs to wake the fuck up from their superiority complex. Today's China ain't no China of yesterday. Their economy is big enough to stand on their own strength through in-house R&D. They don't need to resort to "copying" the West anymore.
     
    #21     Mar 27, 2025
    HawaiianIceberg likes this.
  2. vztrdr

    vztrdr

    He is, and he's good at it. Like him or not, he does a good job. His ceo interviews alone make him worth his keep. Imo at least. Anyone see that one last week with the ceo of WYNN? Pretty good.

    NVDA's right at $112. Flip a coin as to where it closes tomorrow. Only the whale algos know that one for sure. We are but spectators or hitchhikers. Market Shakespeare's.
     
    #22     Mar 27, 2025
    nitrene likes this.
  3. Sprout

    Sprout

    The "Founder's" podcast had a great episode on Jensen Huang. Back in 2008, he repositioned the company to focus on creating CUDA for GPGPU computing and birthed an entire industry.

    Super impressed by the man and the organization that he built around him.

    Anyone long NVDA and waivering in your conviction, highly recommend
    https://open.spotify.com/episode/7EsBL3DyTexdZ433LXLpv4?si=09508823020a43ce


    "It is better to remain silent and be thought a fool than to speak and remove all doubt"
    ~Abraham Lincoln


    DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning
     
    Last edited: Mar 27, 2025
    #23     Mar 27, 2025
    vztrdr and nitrene like this.
  4. SunTrader

    SunTrader

    NVDA $40 off all time, made back in Nov, is not nothing.

    Price "trumps" whatever the funnys are at any particular moment.

    "You are what your record says you are" - Bill Parcells
     
    Last edited: Mar 27, 2025
    #24     Mar 27, 2025
  5. ph1l

    ph1l

    I'm not sure what "upgraded to offer this DeepSeek lookalike replies" means, but I do know how to ask google which gives an "AI Overview":
    upload_2025-3-27_15-29-26.png
    It sure sounds like similar evidence as in the perplexity.ai response.

    One could argue distilling is not copying (like "Attack Plans" are not "War Plans"), but without much doubt, DeepSeek used ChatGPT to lower development costs.

    That's true. For example, one doesn't need to buy a Tesla when a less expensive BYD does about the same.:)
    electric_car_on_fire.gif
     
    #25     Mar 27, 2025
  6. nitrene

    nitrene

    I always laugh at how stupid people are when they claim there is going to be a competitor to nVidia any day now. AMD is the closest with their Radeon division, but they still can't even compete with nVidia's gaming cards.

    nVidia created the PhysX card industry so gaming in the early 2000s could even exist. Then came the massive advancement of gaming GPUs, the 10xx, 20xx, 30xx, 40xx and now the 50xx series of cards. The RTX 4090 card is the card to get if you want 120Hz 4K gaming.

    Then they created the whole GPGPU industry. Intel tried to compete with them but it was a horrible failure and they had to shut down that division in 2018.

    Cisco had competitors even during the late 1990s boom especially in the Gigabit optical switching industry.
     
    #26     Mar 27, 2025
    vztrdr, semperfrosty and Sprout like this.
  7. SunTrader

    SunTrader

    Flied lice anyone?
     
    #27     Mar 27, 2025
  8. schizo

    schizo

    Do you see the AI giving us a glimpse into its reasoning process before it spitted out a response (see below)? DeepSeek was the first. OpenAI and Google copied this approach from DeepSeek. That said, all I'm saying is that you shouldn't automatically brush Chinese off as ineffective knockoff of the Western IP. I think that would be a big mistake.

    upload_2025-3-27_14-22-0.jpeg
     
    #28     Mar 27, 2025
  9. schizo

    schizo

    This is what I see happening in the next 2 years: $50 by 2027.

    upload_2025-3-27_20-14-2.jpeg
     
    #29     Mar 27, 2025
    vztrdr and semperfrosty like this.
  10. Now thats a big call! :D

    Onya schiz! Will be legendary if correct! :thumbsup:
     
    #30     Mar 28, 2025
    vztrdr likes this.