Quote from: fillippone on February 17, 2025, 06:37:15 PM

Quote from: WatChe on February 17, 2025, 06:32:41 PM

Quote from: fillippone on February 17, 2025, 06:15:59 PM

Since we are talking about US stocks (supposedly a bubble), I was also trying to infer some conclusions about the stock markets.
Of course, if you can train a model with only 6 million, probably the billion-dollar investment by MSFT, META, and other tech companies will have a very low productivity and will ultimately be wasted money.

Stock Market is a different world, we saw Nvidia lost 600 billion$ in single day due to DeepSeek launch but soon after that loss, price of Nvidia stock is going up. Today price is 138$ and is now very close to 142$ from which Nvidia stock start falling. This means Nvidia is getting some bailout relief which might be in terms of support from US president or from associated US Tech companies which can be META or MSTF.

I guess the second round effect in NVIDA stocks will be far more important than teh first one.
If DeepSeek can "democratize" the access to AI, shifting the war from Hardware (NVIDIA) to software (OpenAI, vs X vs China), in the end AI models will be more used, and in the end the HArdware, even if commoditised, will be the true winner, as the underlying layer for every running models.

Quote

Jan 28 (Reuters) - Short sellers of artificial intelligence-related stocks raked in bumper profits after the smashing debut of low-cost AI models from China's DeepSeek spooked Wall Street, with bets against Nvidia yielding record profits totaling more than $6 billion.
Traders betting against AI-darling Nvidia (NVDA.O), opens new tab earned profits of about $6.6 billion - the biggest single-day move ever on the stock - according to data analytics firm Ortex

I'd be interested in your opinion whether you think this price drop in NVIDIA shares was more like a coordinated attack or a natural market reaction because some competitor comes up with an AI application. Dropping around 20% because of those news is strange to me, but maybe I don't know enough about these things... If I understand this correctly, the share price over the weekend dumped within an instant when the markets opened again?

I did some research and was thinking about how much manipulation might have been going on in order to get the word out as fast and and pervasive as possible on a global scale.

Otherwise, if there had been any substance to this tremendous buzz and crash in the stock market price, why is it about to be back to normal or ATH?

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