$NVDA The market is worried about Deepseek. 

All I know is LLMs were going the way of commodities sooner rather than later, and that the "$6m training costs" boasted about is almost certainly a wild misrepresentation of the truth.

Nvidia is one of 5 names I'm interested in potentially building out a new position in sometime this year. There can only be one (more only if I exit something else), but if the market wants to think Nvidia is done for by the news and the selloff gets extreme, I welcome that with open arms.
#NVDA