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“DeepSeek . . . reportedly has 50,000 Nvidia GPUs and spent $1.6 billion on buildouts”
“[I]ndustry analyst firm SemiAnalysis reports that the company behind DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUs, a finding that undermines the idea that DeepSeek reinvented AI training and inference with dramatically lower investments than the leaders of the AI industry.” I …
Jensen to meet with Trump to discuss AI
https://finance.yahoo.com/news/trump-meet-nvidia-ceo-huang-142750267.html
I AM BACK IN $MARA
Easy DD: 1. Hit my imaginary astronomy support line of $16.7 2. BlackRock acquired 4,886,462 more shares in Q4 which is a 10.81% share increase 3. Larryfink and gang now owns 14.76% of MARA, the most % ownership it has of all its crypto related stocks. 4. Overall institutional ownership …
Time to diversify from $ASsTitS into $blow and $hooker?
Nvidia stock has crossed a red line that points to more pain after this week's DeepSeek rout
Jim Cramer said DeepSeek’s threat to NVDA earnings may not be so serious - CNBC
Canadian dollar is lowest since 2003. Chinese Yuan also crashed. Panama severed China deal, and seeks US investment instead.
https://www.reuters.com/markets/currencies/yuan-hits-record-low-mexican-peso-canadian-dollar-tumble-trump-tariffs-2025-02-02/