Day is young so things can reverse. I wrote yesterday in a simple language what #deepseek means. But I did not expect the market to react so quickly because there is too much #deepstate money running in #Nvidia as we can easily figure out from Pelosi's portfolio. So, my base case scenario -still- is to have some sell off and then Deep State to order #mainstream whores to charge back with "expert" quotes and "sources" to debunk the DeepSeek story. I still expect this to happen and waiting with half of the ammo I wanted to deploy after that they push back. That's the trading side of things. On the real side of things, the losses are much greater than whatever they lose on Nvidia or OpenAi. This will be remembered as the beginnig of the end of the circus and casino of the West.
#deepseek #deepstate #Nvidia