Michael Dai
liked
![I hope that I am so fricking wrong. NVIDIA](https://sgsnsimg.moomoo.com/sns_client_feed/152375282/20250211/25f857e83c9e8bf645adefc94bbc8c7a.jpg/thumb?area=102&is_public=true)
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Michael Dai
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$NVIDIA (NVDA.US)$
Deepseek open source, a lot country looking forward to deploy/host at their own country... is that means they may need Nvidia Chipset/GPU? then by right the demand on Nvidia Chipset/GPU will be increase right? then in future demand will be super hot right? make sense right?
Deepseek open source, a lot country looking forward to deploy/host at their own country... is that means they may need Nvidia Chipset/GPU? then by right the demand on Nvidia Chipset/GPU will be increase right? then in future demand will be super hot right? make sense right?
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Michael Dai
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This is not to cause any political debate between China and other neibouring countries.
I have believes that this app may also get restricted like Tik Tok, here is why,
So when you type in ”Who owns Senkaku/Diaoyu islands?”
This used to only shows China perspective only, which caused massive debate online just then.
I did again; they fixed the issues by following Grok response and provides aspects for each nations.
However, then they decide to erase the resp...
I have believes that this app may also get restricted like Tik Tok, here is why,
So when you type in ”Who owns Senkaku/Diaoyu islands?”
This used to only shows China perspective only, which caused massive debate online just then.
I did again; they fixed the issues by following Grok response and provides aspects for each nations.
However, then they decide to erase the resp...
![DeekSeek may be restricted very soon](http://1500015405.vod2.myqcloud.com/d72e86d4vodtransjkt1500015405/37f999a71397757901599303013/coverBySnapshot/coverBySnapshot_10_0.jpg)
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Michael Dai
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$Trump Media & Technology (DJT.US)$
$Tesla (TSLA.US)$
$Palantir (PLTR.US)$
Note: An independent investor, the views differ from official and institutional perspectives, for reference only. This article is long, those without patience can skip to the end.
Before Trump took office, when the poll results were evenly matched, a prediction was made that Trump would definitely win, and it would be a landslide victory, leading to heavy investments in Trump-related Stocks. The prediction was correct, with a 70% return within three days; now with Trump 2.0 officially starting, what impact will it have on the USA Stocks in 2025?
The mainstream view believes that Trump 2.0 is similar to 1.0, possessing considerable uncertainty, which stems from a lack of deep understanding of Trump. Many people overcomplicate their perception of Trump; in fact, his policies are easier to predict because
Trump is quite simple; he is purely a businessman.
The essence of a businessman is to acquire the maximum benefit at the lowest cost, whenever possible in a position of advantage. This is thoroughly described in his book, 'The Art of the Deal.'
There are two points here, the first is how to seize the advantage, the second is how to minimize costs to maximize profits. Both of these points require one premise, which is by any means necessary. Regardless of how unbelievable Trump's policies are, they are centered around these two points, using a businessman's mindset and methods in politics, disregarding political correctness, power balance, and so on. The greatest benefits are of course for the USA, therefore it should be USA first...
$Tesla (TSLA.US)$
$Palantir (PLTR.US)$
Note: An independent investor, the views differ from official and institutional perspectives, for reference only. This article is long, those without patience can skip to the end.
Before Trump took office, when the poll results were evenly matched, a prediction was made that Trump would definitely win, and it would be a landslide victory, leading to heavy investments in Trump-related Stocks. The prediction was correct, with a 70% return within three days; now with Trump 2.0 officially starting, what impact will it have on the USA Stocks in 2025?
The mainstream view believes that Trump 2.0 is similar to 1.0, possessing considerable uncertainty, which stems from a lack of deep understanding of Trump. Many people overcomplicate their perception of Trump; in fact, his policies are easier to predict because
Trump is quite simple; he is purely a businessman.
The essence of a businessman is to acquire the maximum benefit at the lowest cost, whenever possible in a position of advantage. This is thoroughly described in his book, 'The Art of the Deal.'
There are two points here, the first is how to seize the advantage, the second is how to minimize costs to maximize profits. Both of these points require one premise, which is by any means necessary. Regardless of how unbelievable Trump's policies are, they are centered around these two points, using a businessman's mindset and methods in politics, disregarding political correctness, power balance, and so on. The greatest benefits are of course for the USA, therefore it should be USA first...
Translated
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Michael Dai
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$NVIDIA (NVDA.US)$
$AMC Entertainment (AMC.US)$ $Palantir (PLTR.US)$ $MARA Holdings (MARA.US)$ $Amazon (AMZN.US)$ $Coinbase (COIN.US)$ $SPDR S&P 500 ETF (SPY.US)$ $NASDAQ 100 Index (.NDX.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $AMC Entertainment (AMC.US)$ $Invesco QQQ Trust (QQQ.US)$ $ProShares UltraPro Short QQQ ETF (SQQQ.US)$ $ProShares UltraPro QQQ ETF (TQQQ.US)$ $Bitcoin (BTC.CC)$ $Advanced Micro Devices (AMD.US)$ $Meta Platforms (META.US)$
$AMC Entertainment (AMC.US)$ $Palantir (PLTR.US)$ $MARA Holdings (MARA.US)$ $Amazon (AMZN.US)$ $Coinbase (COIN.US)$ $SPDR S&P 500 ETF (SPY.US)$ $NASDAQ 100 Index (.NDX.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $AMC Entertainment (AMC.US)$ $Invesco QQQ Trust (QQQ.US)$ $ProShares UltraPro Short QQQ ETF (SQQQ.US)$ $ProShares UltraPro QQQ ETF (TQQQ.US)$ $Bitcoin (BTC.CC)$ $Advanced Micro Devices (AMD.US)$ $Meta Platforms (META.US)$
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Michael Dai
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The rise of artificial intelligence (AI) has placed the semiconductor ecosystem at the core of this technological revolution. While AI demonstrates boundless potential, its advancement depends heavily on the support of semiconductor technology. The semiconductor industry is not just about providing chips—it serves as the foundation of AI development, transforming visionary concepts into tangible reality ✨.
At the heart of AI lies its com...
At the heart of AI lies its com...
![How the Semiconductor Ecosystem Powers the AI Revolution 🧐💡](https://sgsnsimg.moomoo.com/sns_client_feed/101748296/20241228/web-1735396363758-pCuslgYYXi.jpeg/thumb?area=104&is_public=true)
![How the Semiconductor Ecosystem Powers the AI Revolution 🧐💡](https://sgsnsimg.moomoo.com/sns_client_feed/101748296/20241228/web-1735396618744-ZwGt20iEmK.jpeg/thumb?area=104&is_public=true)
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