$Palantir (PLTR.US)$
A little disappointing
Not a family treasure, but you should rest and sleep
So, 💤

$NVIDIA (NVDA.US)$
Due to the impact of Deep Sea and President Trump's tariffs, NVIDIA's stock price dropped nearly 22% from its early January peak.
To justify its current valuation, the company needs to achieve a growth rate of 25% annually.
Considering the basic market growth rate of Nvidia's business segments, the company's NVDA stock may currently be undervalued by as much as 40%.

$NVIDIA (NVDA.US)$
[Nikkei Special Report] SoftBank G and OpenAI, AI network in Japan, request participation from 500 companies.
SOFTBANK GROUP CO and OpenAI request participation from 500 companies for an AI network in Japan - The Nikkei.

$NVIDIA (NVDA.US)$
Anthropic's CEO, Dario Amodei, stated on Wednesday that the release of the DeepSeek R1 large language model surprised the Technology industry and the investor Community, specifically regarding NVIDIA (NASDAQ: NVDA )'s Market CapSharp declineand other Topics in a wide-ranging essay.
"By the way, I don't think the release of the DeepSeek model is necessarily bad for Nvidia, and it is puzzling that the company's stock price has dropped by double digits (approximately 17%) in response to this," wrote Mr. Amodei in the essay.In the footnotes."The claim that this release is not bad for Nvidia is even more obvious than the claim that it is not bad for AI companies."
Amazon（AMZNRubbers) andGoogle（GOOG）（Gold Supported by companies such as ), Mr. Ammo Dei, who is developing a Claude generative AI chatbot, stated that the export control policy has become even more strict since a week ago due to the release of Deep Seek's R1 model.

$NVIDIA (NVDA.US)$
With the decline on January 27, 2025, you...
How did you react? 😳

$NVIDIA (NVDA.US)$
NVIDIA (NASDAQ: NVDA The stock price of NVIDIA plummeted by about 17% on Monday, resulting in a Market Cap decrease of 589 billion dollars. This may be due to DeepSeek's R1 large-scale language model potentially restraining AI-related spending.ConcernThis was stated by Jensen Huang's company. The company led by Jensen Huang praised this announcement, but added that a "considerable" number of GPUs are still required for the model creation.
"DeepSeek is a great advancement in AI, a perfect example of scaling test times," said Nvidia's public relations officer on Seeking Alpha in response to the sharp drop in the company's market cap of over 500 billion dollars in the stock market.
"DeepSeek's efforts demonstrate how to create new models using widely available models and computing that fully complies with export management," added the public relations officer. "For inference, a large number of NVIDIA GPUs and high-performance networks...

$NVIDIA (NVDA.US)$
Wedbush Securities stated that the sharp decline in tech stocks caused by concerns over the release of DeepSeek's large language model "R1" in China and the subsequent costs of competing models from US companies.islikely to present a "great buying opportunity" for investors.
NVIDIA's stock price fell 11% in pre-market trading, and Microsoft, which invests in the generative AI startup OpenAI (NASDAQ: Microsoft It fell by 6%. Other AI-related stocks also suffered significant hits, Broadcom (AVGO ) fell by 12%, and AMD (AMD ) fell by 6%. Meta Platforms Inc (META Google ( ) and Google ( )GOOG ）（GOOGL )each fell by about 3.5%.
"Clearly, technology stocks are under great pressure led by NVIDIA ( NASDAQ: NVDA ) and Wall Street will see Deep Seek as a significant threat to the USA's technology dominance and the AI revolution," wrote the Analyst from Wedbush in a memo to clients.
They further stated, "C...