I'm a $TSLA guy, but this is an excellent $NVDA dip to buy and the whole Deepseek scare is silly:

Assuming Deepseek didn't lie about the compute costs, which is 50/50 at this point, this doesn't suddenly mean the major AI players will stop buying compute. All this means is that specific LLM benchmarks are more efficiently attainable now. 

Contrary to what most people seem to think, LLMs are not AGI, and definitely not ASI. This is only the beginning, and the amount of compute needed to achieve true AGI cannot be understated. 

I honestly expect major players to put in rush orders for MORE compute to maintain their competitive edge with China until they can at least match the efficiency. Having the most efficient LLM is like finishing slightly ahead in the first leg of a decathlon.

PS: YOU THINK TRUMP IS GOING TO LET CHINA WIN AI!? Buy this dip. IDK how long it'll dip for, so DCA your buys, but buy this dip. NFA.

By the way, you still need GPUs to continue any form of AI research. This guy's writeup puts it into perspective, just translate the Korean:
#TSLA #NVDA