$NVDA is down -3% on the realse of DeepSeek on the overnight trading market. 

But the thing is, sure, anyone can build a decent LLM now. That was bound to happen. But the big players - Nvidia, OpenAI, Microsoft, etc. - they're playing a different game. They're building the foundation for AGI. 

They're focusing on things like trust, building massive systems, and creating whole ecosystems that China simply can't replicate. All this noise about smaller models is just a distraction. 

Buying the DIP…
#NVDA