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The original was posted on /r/Superstonk by /u/Phoenix_Exploer on 2025-01-26 20:55:28+00:00.
Think for a moment, what has driven the US Stock Market over the previous couple of years? AI
Specifically, the idea that huge companies in USA had an AI lead so large that no one else could possibly compete. This lead to these companies spending billions (on things like Nvidia chips) and as a result, investors also pumped billions into these companies, driving the market up and up.
IF (and this is a big IF) Deepseek is the real deal, and initial analysis of it suggests that it truly is amazing, then this renders the billions of dollar spent wasted. A cut price AI job out of China beating these companies would destroy their so called massive moat which they spent billions and billions to create.
RKs timeline has continually been interpreted as including a market crash before the rip upwards.... if Deepseek interrupts Nvidia's dominance, the most important company in the world at the moment, then we all know how this is going to end. No doubt the market has been anxious around AI of late. The next couple of weeks could be very interesting!