Zuck $META on DeepSeek

“There are a number of novel things that DeepSeek did that they're digesting. A number of things that they will hope to integrate into their system. The rest of the field learns from everyone's advances. That's how the technology goes”

One thing is for sure, DeepSeek was positive for the whole field.

Whether it evens out demand across more players or $NVDA continues to keep the lions share is more unknown. 

One thing for sure is that $TSM and $ASML will have even more demand YoY.
#META