digimonX
commented on
$Tesla (TSLA.US)$ nobody understands having a robotaxi is next level futuristic. coming in June.
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digimonX
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Hi, mooers! ![]()
TSLA is releasing its Q4 2024 earnings on January 29 after the bell. Unlock insights with TSLA Earnings Hub>>
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Since its Q3 2024 earnings release, shares of $Tesla (TSLA.US)$ have a increase of 99.47%. How will the market react to the...
TSLA is releasing its Q4 2024 earnings on January 29 after the bell. Unlock insights with TSLA Earnings Hub>>
Don't want to miss first-hand information? Subscribe to @Moo Live and book the earnings conference live stream NOW!
For the details of indicator sentiment, please tap the link and check.
Since its Q3 2024 earnings release, shares of $Tesla (TSLA.US)$ have a increase of 99.47%. How will the market react to the...
![TSLA earnings preview: Grab rewards by guessing the opening price!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20250124/web-1737684784567-Lj3k8HBWga.png/thumb?area=100&is_public=true)
![TSLA earnings preview: Grab rewards by guessing the opening price!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20250124/web-1737684805710-i6i4fyFCz0.png/thumb?area=100&is_public=true)
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digimonX
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digimonX
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$NVIDIA (NVDA.US)$ analysts suck
I said this before and this is broad-based even though it is relevant to Nvidia
these are people that are trained that are paid to produce results a portion of their bonuses are based off of when they upgrade or downgrade a stock how much the movement was after that upgrade or downgrade
these are people that are supposedly experts in the field that they write research on and coverage on
example you're not going to have an analyst that covers healthcare stocks ...
I said this before and this is broad-based even though it is relevant to Nvidia
these are people that are trained that are paid to produce results a portion of their bonuses are based off of when they upgrade or downgrade a stock how much the movement was after that upgrade or downgrade
these are people that are supposedly experts in the field that they write research on and coverage on
example you're not going to have an analyst that covers healthcare stocks ...
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digimonX
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digimonX
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$Advanced Micro Devices (AMD.US)$
$NVIDIA (NVDA.US)$
People should understand that even though Deepseek is more optimized, it means lower cost & lesser GPU needed for to run the model compared to GPT.
But don’t forget that the model is open sourced. Meaning anyone can run their own Deepseek-R1. You have the hardware specs, you can run it your own.
But what is the use case? you might ask. The benefit of running your own AI model is that the security concerned is now have a solution, the large comp...
$NVIDIA (NVDA.US)$
People should understand that even though Deepseek is more optimized, it means lower cost & lesser GPU needed for to run the model compared to GPT.
But don’t forget that the model is open sourced. Meaning anyone can run their own Deepseek-R1. You have the hardware specs, you can run it your own.
But what is the use case? you might ask. The benefit of running your own AI model is that the security concerned is now have a solution, the large comp...
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digimonX
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$Advanced Micro Devices (AMD.US)$
Let’s think a bit more.
Deepseek need less powerful structure —> AMD CPU traditional server win, AMD APU/NPU win, local laptop AI CPU win
Deepseek is an open source —> AMD win again because it is cheaper than NVDA, and it do not need CUDA.
both less structure and open source is a win to AMD. AMD support open source and it have its AI downstream ready.
falling knife ? still a question.
Let’s think a bit more.
Deepseek need less powerful structure —> AMD CPU traditional server win, AMD APU/NPU win, local laptop AI CPU win
Deepseek is an open source —> AMD win again because it is cheaper than NVDA, and it do not need CUDA.
both less structure and open source is a win to AMD. AMD support open source and it have its AI downstream ready.
falling knife ? still a question.
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digimonX
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$Advanced Micro Devices (AMD.US)$ uninstall deepseek and boycott it, everyone does that and it will crash and AI market will be back haha
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digimonX
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$Advanced Micro Devices (AMD.US)$
-AMD shares have fallen 23.37% since October, mainly due to concerns about competition with Nvidia's Blackwell chips, but AMD can still compete effectively.
-Breakthroughs from DeepSeek V3 model significantly reduce AI training costs, positioning AMD GPUs as an even more cost-effective alternative to Nvidia's, enhancing AMD's market position.
-AMD's forward P/E ratio is undervalued, and aligning its PEG ratio with the sector median could lift its valua...
-AMD shares have fallen 23.37% since October, mainly due to concerns about competition with Nvidia's Blackwell chips, but AMD can still compete effectively.
-Breakthroughs from DeepSeek V3 model significantly reduce AI training costs, positioning AMD GPUs as an even more cost-effective alternative to Nvidia's, enhancing AMD's market position.
-AMD's forward P/E ratio is undervalued, and aligning its PEG ratio with the sector median could lift its valua...
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digimonX
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$Advanced Micro Devices (AMD.US)$![]()
so AMD cannot sell GPU —> drop
NVDA cannot sell GPU —> AMD drop
and the best is deepseek is using AMD —> AMD drop
everything happened —> AMD drop
what’s wrong with the analysts and banker?
so AMD cannot sell GPU —> drop
NVDA cannot sell GPU —> AMD drop
and the best is deepseek is using AMD —> AMD drop
everything happened —> AMD drop
what’s wrong with the analysts and banker?
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/102467068/20250127/f2e04969bf9603d53cf0679541372bfa.jpg/thumb?area=101&is_public=true)
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digimonX 10baggerbamm : So much of mumble-jumble that really meant nothing. He learned abt x factor - under promise & over deliver but after writing so much, it doesn't apply to Elon musk. Whoever read this shit should get back 2 mins of their lives.