Quote from: o48o on Today at 05:11:00 PM

Quote from: fillippone on February 15, 2025, 04:53:52 PM

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.

What do you mean by this? That's like if someone made a 10x better tasting drink then Coca-Cola, and open sourced it. Then saying Bullish Coca-Cola wouldn't make any sense.
They open sourced way better AI then any existing AI. It's beneficial for the development and the world, but at the same time it leveled the playing field all together.

And at the same time it took of leverage from big AI companies. So i don't understand why it's "bullish", using the market term.
Hardware isn't really AI specific thing either. It's used for every tech platform.

Not exactly correct.
Someone made a 10x better-tasting drink than Coca-Cola, so I am bullish on the can-maker.
This particular can uses way less aluminium, but the drink is so good a lot more people are going to drink it, so in the end. the can maker will be selling more aluminum cans than before.
Coca Cola is Open AI
Better Tasting is DeepSeek
Cans are NVIDIA, who run the infrastructure for all this.