Bullish AI,
Bearish NVIDIA Short Term.

Maybe BulllishNVIDIA long term.

Deepseek proved that the value is in the software, not the hardware.
Hardware will be a commodity soon.
The software will guide the AI race.

On the other hand, the race to the bottom in AI price has started, so AI applications will soon become increasingly ubiquitous.
Hence, going forward, more demand.