$MicroStrategy (MSTR.US)$ I downloaded Deepseek from Playstore app and wanted to see what the fuss was about. It's actually pretty good and more personal in it's response compared to Chat gbt.
Was it that good to cause a crash? Personally I thought it was not bad and because the US always thought they were well ahead in the AI revolution. I think it's a good thing to have competition with China and that will actually be a doubling down of more AI investment.
Meanwhile I picked up some bargains in...
Was it that good to cause a crash? Personally I thought it was not bad and because the US always thought they were well ahead in the AI revolution. I think it's a good thing to have competition with China and that will actually be a doubling down of more AI investment.
Meanwhile I picked up some bargains in...
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$VICI Properties (VICI.US)$
I estimate a fair value for VICI of around $36/share, based on a combination of discounted cash flow analysis and relative PE.
With a ~75% net profit margin, far exceeding the REIT average (~30–50%), VICI operates an efficient and low-risk business model.
It offers a 5%+ dividend yield, a 7.8% dividend CAGR, and a 25% FCF 5-year CAGR, delivering strong and sustainable income growth.
VICI combines stability, consistent cash flow, and some long...
I estimate a fair value for VICI of around $36/share, based on a combination of discounted cash flow analysis and relative PE.
With a ~75% net profit margin, far exceeding the REIT average (~30–50%), VICI operates an efficient and low-risk business model.
It offers a 5%+ dividend yield, a 7.8% dividend CAGR, and a 25% FCF 5-year CAGR, delivering strong and sustainable income growth.
VICI combines stability, consistent cash flow, and some long...
$XRP (XRP.CC)$ China innovate faster and cheaper things, DeepSeek, has crashed the markets, investors pull out Nasdaq and crypto. our Ang Ang XRP's shows resilience, so who cares about the global tech shifts?
if you didn't get liquidated, then see Deepseek just gave those an early CNY ang pao loh. BTW, we are still going to see "Ang" for another 1.5 weeks before the green comes, leh. right? check weekly chart.
if you didn't get liquidated, then see Deepseek just gave those an early CNY ang pao loh. BTW, we are still going to see "Ang" for another 1.5 weeks before the green comes, leh. right? check weekly chart.
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Market Re-Cap: What Happened Last Week (For 20th Jan week)
US Market
US markets ended last week on a positive note, with the $E-mini S&P 500 Futures(MAR5) (ESmain.US)$ and $E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$ posting their first weekly gains since Donald Trump's inauguration on Monday, rising by 0.81% and 0.93%, respectively. The S&P 500 even closed at a record high after Trump advocated for lower interest rates and reduced oil prices. Howe...
US Market
US markets ended last week on a positive note, with the $E-mini S&P 500 Futures(MAR5) (ESmain.US)$ and $E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$ posting their first weekly gains since Donald Trump's inauguration on Monday, rising by 0.81% and 0.93%, respectively. The S&P 500 even closed at a record high after Trump advocated for lower interest rates and reduced oil prices. Howe...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
The selloff seems excessive. Much remains unknown about DeepSeek's claims, including what sorts of chips the company had access to despite the effect of sanctions. Several chip analysts on Monday disputed the notion that DeepSeek built something on par with advanced U.S.-based AI models at such a low cost. "DeepSeek DID NOT 'build OpenAI for $5 million,' " wrote Stacy Rasgon of Bernstein. "The 'DeepSeek' moment is driving investors to shoot first and ask questions later," wrote Joshua Buchalte...
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Columns Options Market Statistics: Nvidia Drops Nearly 17% Amid Pressure From Chinese AI Startup DeepSeek
News Highlights
1. $NVIDIA (NVDA.US)$'s shares plunged almost 17% in Monday's trading, with the most traded calls are contracts of $130 strike price that expire on Jan 31 and the total volume reaching 229,046 with the open interest of 4,662, while the most traded puts are contracts of $120 strike price that expire on Jan 31.
US tech giant Nvidia lost over a sixth of its value after the surging popular...
1. $NVIDIA (NVDA.US)$'s shares plunged almost 17% in Monday's trading, with the most traded calls are contracts of $130 strike price that expire on Jan 31 and the total volume reaching 229,046 with the open interest of 4,662, while the most traded puts are contracts of $120 strike price that expire on Jan 31.
US tech giant Nvidia lost over a sixth of its value after the surging popular...
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Good morning mooers! Here are things you need to know about today's Singapore markets:
- Singapore shares opened higher on Tuesday
- The emergence of DeepSeek has the U.S. market rethinking the AI models situation
- Singapore's industrial production set to grow 3.0% in 2025
- Stocks to watch: D05, etc.
- Latest share buy back transactions
Market Snapshot
Singapore shares opened higher on Tuesday:
Today's Volume / Value: 21.72M / S$66.7...
- Singapore shares opened higher on Tuesday
- The emergence of DeepSeek has the U.S. market rethinking the AI models situation
- Singapore's industrial production set to grow 3.0% in 2025
- Stocks to watch: D05, etc.
- Latest share buy back transactions
Market Snapshot
Singapore shares opened higher on Tuesday:
Today's Volume / Value: 21.72M / S$66.7...
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$NVIDIA (NVDA.US)$ Words on the street on Monday that got spread around were along the lines of “Chinese develop AI without advanced NVIDIA chips”. Everyone went crazy like it is doomsday whenever they heard this phrase and acted like mindless zombies triggering sell. “WE DON’T NEED ADVANCED NVIDIA CHIPS ANYMORE!!”
There were no news of orders cancellations, no news of any companies scaling back down. Other than speculations and more speculations. “US TECH IS GONE!”
Now the gamb...
There were no news of orders cancellations, no news of any companies scaling back down. Other than speculations and more speculations. “US TECH IS GONE!”
Now the gamb...
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Columns AU Morning Wrap | ASX Declines Slightly Amid AI Market Turmoil; Di Pilla's DigiCo Decreases by 13%
G'day, mooers! Check out the latest news on today's stock market!
• Nvidia and chips pull back hard, market falls, Dow holds on.
• Australian shares dip slightly as tech sector plummets amid concerns over new Chinese AI model.
• Stocks to watch: Nuix, Commonwealth Bank, Pilbara Minerals, etc.
Wall Street Summary
Monday was a dark day for AI and Semiconductor stocks. Many, like, $NVIDIA (NVDA.US)$ hav...
• Nvidia and chips pull back hard, market falls, Dow holds on.
• Australian shares dip slightly as tech sector plummets amid concerns over new Chinese AI model.
• Stocks to watch: Nuix, Commonwealth Bank, Pilbara Minerals, etc.
Wall Street Summary
Monday was a dark day for AI and Semiconductor stocks. Many, like, $NVIDIA (NVDA.US)$ hav...
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$NVIDIA (NVDA.US)$1. Model Scale & Training Compute Needs
Aspect
DeepSeek
ChatGPT (OpenAI)
Core Model Size
~100B parameters (e.g., DeepSeek-MoE-16B)
~1.8T parameters (GPT-4)
Training GPU Demand
5,000–10,000 A100/H100 GPUs (per training cycle)
~25,000 A100 GPUs (GPT-4 training)
Training Cost
Tens of millions of USD
Over $100 million (GPT-4)
Iteration Speed
6–12 months (resource-constrained)
3–6 months (Microsoft Azure infrastructure)
Key Differences:
OpenAI’s models are 5–10x larger, requiring sig...
Aspect
DeepSeek
ChatGPT (OpenAI)
Core Model Size
~100B parameters (e.g., DeepSeek-MoE-16B)
~1.8T parameters (GPT-4)
Training GPU Demand
5,000–10,000 A100/H100 GPUs (per training cycle)
~25,000 A100 GPUs (GPT-4 training)
Training Cost
Tens of millions of USD
Over $100 million (GPT-4)
Iteration Speed
6–12 months (resource-constrained)
3–6 months (Microsoft Azure infrastructure)
Key Differences:
OpenAI’s models are 5–10x larger, requiring sig...
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Visitor
105336001 : No. market overreacted.