since all start to realize AI chips are utilized so inefficiently?
29 replies (most recent on top)
DeepSeek is a hoax, after a few weeks everything will become normal again.
Deepseek’s models are all open source, they don’t care if they have users from EU, US or even China, they don’t make money from these models or their apps. Just learn more about AI, not stare at the stock market all the time, poor things.
Deepsell.
AI is gone. The bubble burst.
APPL will stop buying the chips from Broadcom. No one buys APPL in China anymore. APPL has moved out of China.
HT is a scammer who ruined American families. This guy must rot in he-l.
Customers will run the model in their own data centers.
No countries that are allies with the U.S. or Europe will risk their data being stored on Chinese servers. DeepSeek may be a good demonstration of better efficiency in creating AI models, but it's not going to win many customers outside of China.
https://www.msn.com/en-ph/money/topstocks/pelosi-discloses-sales-of-nvidia-and-apple-shares-purchase-of-alphabet-and-amazon/ar-AA1xENF6?ocid=BingNewsSerp
Pelosi discloses sales of Nvidia and Apple shares, purchase of Alphabet and Amazon
Story by Eric Revell • 6d • 3 min read
Why does it feel so good to see the stock crash? I know I am losing my paper wealth.
I enjoy seeing HT losing valuation by the Chinese. Maybe it will even increase his blood pressure. One can dream.
Western AI companies can su-k a bag of di-ks
https://www.morningstar.com/news/marketwatch/2025012822/retail-investors-bought-the-dip-deepseek-dip-here-are-the-next-trades-for-bulls-or-bears
Retail investors bought the dip DeepSeek dip. Here are the next trades for bulls or bears
The su-kers can't get enough
Ol Hock lost somewhere around $80M in stock value.. thoughts and prayers. hopefully he can bounce back by laying off some more vmware commoners.
It will provide more air cover for more layoffs!
Fire away HT!
bought 3000 shrs @205
If anything, software that runs faster and more efficiently on a given hardware platform will simply spur more sales.
No need no more expensive chip and overpriced hardware for AI… ruh ro!
Broadcom is about to lose its golden egg, AI chip production. Nvidia is in the same boat. If the Chinese aren’t lying about DeepSeek’s advantage of using cheaper and fewer chips to run AI, the West has some catching up to do and some downsizing at its chip companies is coming. Broadcom’s sideline of acquiring companies and su-king their customers dry of cash before getting rid of the business isn’t going to help them, even if they turn the sc--ws and squeeze more money out of the customers… the customer exit is happening.
Assuming China is lying out of their as--s, yes, this could have a profound effect on semiconductor stock.
If the AI bubble pops and that pops the crypto bubble and that pops the real estate bubble and that pops the cheap illegal immigrant labor bubble and the electric cars bubble and the green energy bubble...
We could be like Japan where it took 40 years for Nikkei to reach 1980 peaks levels again.
On a side note the Bank of Japan raised interest rates finally after teasing the market and Yellen for over a year. Yellen flew to Japan multiple times to scare them from doing a raise. The yen carry trade is directly tied to AI stocks and SMH since the Japanese government gave a lot of incentives to Japanese retail traders to invest in SMH. The house wives of Japan have not been such good mood since 1980 when the Nikkei peaked and the Japan Royal Palace was worth more than the entire state of California.
Hopefully the brokers will keep their websites up this time. Last time in Aug during the Yen carry unwind most brokers just shutdown their websites and stopped taking orders.
No need to panic you 9-5 slave labour....it is like 1990s when multiple players came to solve search. Lycos, Yahoo, Altavista...we know what happened to those...it is just a noise...keep calm and buy more stocks when market is down....
Down 12% (30 USD fall) , AI bubble is about to be blown open by the Chinese
(....a great bunch of lads)
nonsense. get a life dude.
down 5% !!
go down 4.5% now. 150 is on the way......
AI Infra bubbles are broken. NVDA 1.5T, AVGO 0.5T
Not bad news for vmware folks. you are now less unimportant for broadcom.
wait for nvda 100, avgo 150
Yes.