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$Ethereum (ETH.CC)$ time to enter. it just hit the bottom of the ascending triangle. it has a 50% chance of rebounding.
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DeepSeek has been dominating the headlines in these days.
Chinese companies have achieved similar effects to leading AI large models at lower costs.
To be honest, this was actually discussed earlier last week, but mainly in the tech community in China.
On the contrary, the financial circle seems less concerned, but over the weekend, Americans over there started a large-scale evaluation of DeepSeek. As a result, today, Monday, the domestic financial circle began to discuss enthusiastically.
The investment field is really interesting, Americans are getting serious now...
In the US stock market, influenced by DeepSeek, NVIDIA plummeted during the night session, leading to a sharp decline in the Nasdaq.
The bursting of the US stock market bubble is a process of gradually accumulating factors, deepseek has made an important contribution.
Semiconductors represented by NVIDIA, with both performance and valuation increasing significantly, essentially follow a 'selling shovels' logic.
All downstream sectors of AI need NVIDIA's cards because they require computing power. Regardless of who wins or loses among players like openai and meta, those selling shovels will not lose.
According to Wall Street's logic, if large models eventually turn into a computing arms race, then there is still a very large space in the field of chips.
From the data, we can also see that it is relatively easy to predict NVIDIA's income, just look at downstream buyers' capex (capital expenditure) plans for the second year, and you can have a fairly accurate forecast.
As for whether the next company can make money?
For example, can there be enough paying users, are there any killer applications, let's not mention it first - after all, from the perspective of investors...
Chinese companies have achieved similar effects to leading AI large models at lower costs.
To be honest, this was actually discussed earlier last week, but mainly in the tech community in China.
On the contrary, the financial circle seems less concerned, but over the weekend, Americans over there started a large-scale evaluation of DeepSeek. As a result, today, Monday, the domestic financial circle began to discuss enthusiastically.
The investment field is really interesting, Americans are getting serious now...
In the US stock market, influenced by DeepSeek, NVIDIA plummeted during the night session, leading to a sharp decline in the Nasdaq.
The bursting of the US stock market bubble is a process of gradually accumulating factors, deepseek has made an important contribution.
Semiconductors represented by NVIDIA, with both performance and valuation increasing significantly, essentially follow a 'selling shovels' logic.
All downstream sectors of AI need NVIDIA's cards because they require computing power. Regardless of who wins or loses among players like openai and meta, those selling shovels will not lose.
According to Wall Street's logic, if large models eventually turn into a computing arms race, then there is still a very large space in the field of chips.
From the data, we can also see that it is relatively easy to predict NVIDIA's income, just look at downstream buyers' capex (capital expenditure) plans for the second year, and you can have a fairly accurate forecast.
As for whether the next company can make money?
For example, can there be enough paying users, are there any killer applications, let's not mention it first - after all, from the perspective of investors...
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$Micron Technology (MU.US)$
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mumu0727
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mumu0727
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Hi, mooers!
$Taiwan Semiconductor (TSM.US)$ is releasing its Q3 2024 earnings on October 17 before the bell. Unlock insights with TSM Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 11.42%.How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 ...
$Taiwan Semiconductor (TSM.US)$ is releasing its Q3 2024 earnings on October 17 before the bell. Unlock insights with TSM Earnings Hub>>
For the details of indicator sentiment, please tap the link and check.
Since its Q2 2024 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 11.42%.How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 ...
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$Taiwan Semiconductor (TSM.US)$ Taiwan Semiconductor will announce revenue data every month. I predict that investment banks have high expectations for Taiwan Semiconductor. There is a high probability of a drop after the financial report is released. That's why I sold first.
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$Micron Technology (MU.US)$ Didn't expect it to be this weak, thought good performance would lead to an increase. Bought too early.
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$Micron Technology (MU.US)$ hopefully 25/9/2024 might have not just good, have to be excellent result, otherwise this stock will keep dropping. Early know invest in dell other than this shit
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