Dan Ives: Buy NVDA, Big Tech Dip in DeepSeek Sell Off

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  • Опубліковано 31 січ 2025

КОМЕНТАРІ • 126

  • @pierredelecto7069
    @pierredelecto7069 4 дні тому +30

    I bought the dip on nvda!

    • @ojm1943
      @ojm1943 4 дні тому

      $500

    • @DawnDrifterAU
      @DawnDrifterAU 4 дні тому

      Man it's gonna be a 10tn company in the future and people worry about a copied ai thing from china

    • @Stoneytroll
      @Stoneytroll 4 дні тому

      $1500 let’s go

    • @pierredelecto7069
      @pierredelecto7069 День тому

      @@Stoneytroll im just hoping for 140-150 lol. Up like 4% though so far. Not bad for a few days. Another week and I'm thinking I'll cash out for 10-20%

  • @otherZinc
    @otherZinc 4 дні тому +35

    Whatever Dan Ives says, goes!
    I'm with Dan Ives 100%!

    • @cristinskadell338
      @cristinskadell338 4 дні тому +1

      he has been right with nvidia and palantir. and of course, Tesla.

  • @wendy-m8z
    @wendy-m8z 4 дні тому +18

    Thanks to Dan Ives for making sense!!!! (as usual)

  • @louislong1514
    @louislong1514 4 дні тому +23

    If you follow Dan Ives for the tech boom in the last ten years, you will be doing pretty good now

  • @josephlupo8969
    @josephlupo8969 4 дні тому +61

    Commies in Beijing are lying as usual. 😂😂😂

    • @lylestavast7652
      @lylestavast7652 4 дні тому +8

      Go get the source code, compile it and see what's truth and what's lies.

    • @WwarpfirewW
      @WwarpfirewW 4 дні тому +2

      @@lylestavast7652 That wont give you true price... Can be China threating US about all those tariff things

    • @jessicaT12345
      @jessicaT12345 4 дні тому

      read the documentation. stop drinking US propaganda kool-aid.

    • @j8888x
      @j8888x 4 дні тому +3

      open source, man.

    • @reds1122
      @reds1122 4 дні тому +3

      @@j8888x language is open source, no one knows about the hardware they used

  • @James-sh7rr
    @James-sh7rr 4 дні тому +26

    No, it’s not. It’s noise. I am in the space. Buy NVDIA and our AI stocks, never bet against the resolve of American Industry! We always come back stronger.

    • @matthewlee3650
      @matthewlee3650 4 дні тому +3

      err nothing last forever, US lost the EV war and soon China will catch up on AI too.

    • @davidsc4680
      @davidsc4680 4 дні тому +2

      Never bet against the Sleeping Dragon either, my friend.

    • @ocjon1965
      @ocjon1965 4 дні тому +1

      No we dont - 36 trillion dollars in debt, we haven't done shlt

    • @klobasa007007
      @klobasa007007 4 дні тому

      hahahahahahahahahahaaha

    • @iliketurtles536
      @iliketurtles536 4 дні тому

      No one in their right mind will ingest their sensitive data into a Chinese LLM

  • @nooorm18
    @nooorm18 4 дні тому +17

    Alex Karp quote : short sellers on Wall Street need more money to buy more coke

    • @ocjon1965
      @ocjon1965 4 дні тому

      Ewwwww you showed them

  • @FoundingFathersUSA
    @FoundingFathersUSA 4 дні тому +8

    I agree with Jenny Horne.

  • @damonkatos4271
    @damonkatos4271 4 дні тому +11

    If they were serious reporters they would bring a top programmer from Silicon Valley to give us a run down on the code.
    I’m not betting on what TV anchors saying.

  • @Hjkhiku
    @Hjkhiku 4 дні тому +7

    They don’t get it. It’s not about the model itself but the way models can be created and thus the need for capex

  • @joesphreiley7757
    @joesphreiley7757 4 дні тому +3

    Bought NVIDA today and will buy more tomorrow.

  • @GenomiMontavani
    @GenomiMontavani 4 дні тому +6

    The overreaction of the market is just crazy at this point. People want to call the AI trend a bubble, or that we're seeing the top of the market right now, I consistently see evidence that's not the case at all. Fear is still dominating this market. We are probably seeing a forced correction and legging up from this point into spring until the market gets scared of its shadow again.

  • @telescopicS627
    @telescopicS627 4 дні тому +24

    DeepSeek is a joke, right? It doesn't generate illustrations, but they're saying it's faster. Call of Duty would be faster too if you replaced all the graphics with text. Buy the dip

    • @mohammadakhtar6941
      @mohammadakhtar6941 4 дні тому +3

      It’s not a joke at all. They were able to generate similar or better results to the best American models at pennies of cost. This will reduce Nvidia demand.

    • @telescopicS627
      @telescopicS627 4 дні тому

      @@mohammadakhtar6941 Yes, text only results... not that useful.

    • @ssuwandi3240
      @ssuwandi3240 4 дні тому +4

      Small model.
      No enterprises here are into that model

    • @mohammadakhtar6941
      @mohammadakhtar6941 4 дні тому

      They don’t need to be lmao, Deepseek already overtook ChatGPT on the Apple Store. It’s open source and for the masses. Nvidia demand will go way down.
      This was a freaking side project worth 6 million. Imagine what they can do if they actually put money behind it.

    • @ominoussage
      @ominoussage 4 дні тому

      It's just a smarter text-only model. If you ask it hard prompts, it's gonna answer better than a model that can also generate images.
      If you want to generate illustrations, this AI isn't for you.

  • @kindworldchildrensstories
    @kindworldchildrensstories 4 дні тому +9

    There is a reason why Jensen was there last week, in China. Something is brewing for Nvidia! 🎉🎉

    • @vo2156
      @vo2156 4 дні тому

      tRump just invested $500 billion into AI... BUT he already blame Biden and Obama for the market crashed.

  • @RajDeelish
    @RajDeelish 4 дні тому +5

    1. They have GPUs. They are lying they are doing it with inferior tech. 2. You still want to go beyond our current level of AI development, so yes, you want the advantage of more compute. 3. China will not be able to mass market their AI to everyone because of their stance on public data. 4. The upside of winning at search, robotics, autonomous, etc is too lucrative to not have every edge you can get, so companies will keep buying GPUs.

  • @o__sama
    @o__sama 4 дні тому +1

    It is not about the LLM model itself, the mode is open source, so it is about the optimizations they made that will be ported over to other models and they will all require a lot less compute to run. 30 times less at least!

  • @Vix381
    @Vix381 4 дні тому +1

    Yes Jen, you are the best, so much better than the CNBC clickbait machine.

  • @DidntDoo
    @DidntDoo 4 дні тому +12

    She Drunk😂😂😂

  • @javastream5015
    @javastream5015 4 дні тому +6

    And they thought TikTok was a problem ... 🤦‍♂

    • @vo2156
      @vo2156 4 дні тому

      Please don't tell trump TikTok was a problem he loves it now.

  • @natestrades
    @natestrades 4 дні тому +2

    Way overdone. Weekly chart price is finding support at the 50 SMA and that coincides with a support zone as well. Robots require chips, autonomous driving requires chips, better LLM's require more chips. Competition just further drives demand. Does anyone really think that US companies are just going to roll over and spend less? no. They will want the best tech to have the best and win.

  • @heanne1542
    @heanne1542 4 дні тому +1

    Problem Vertiv ist down 28%!!!
    Please cover this tks

  • @elstamatakos1709
    @elstamatakos1709 4 дні тому

    Jenny does a fine job explaining her points!

  • @jeffbodson9348
    @jeffbodson9348 4 дні тому +8

    They spent less than 6M and they jumped ahead of us LOL.

    • @Vix381
      @Vix381 4 дні тому +2

      No and no

  • @sergioresokasman512
    @sergioresokasman512 4 дні тому

    but ,.. but,. i have a question: deepseek is develop by china.... but lets say that a cheaper, better or opensource version would be develop in Europe.. will it have the same narrative?

  • @AbdulSalam-zt2kz
    @AbdulSalam-zt2kz 4 дні тому +1

    Market crazy. Strong buy

  • @notw333
    @notw333 4 дні тому +2

    OVERREACTION. Bought NVDA.

  • @aynhiayraadr6599
    @aynhiayraadr6599 4 дні тому +4

    The female anchor is babbling a lot.
    I don't think she knows what she's talking about lol😂

  • @xiule1211
    @xiule1211 4 дні тому +1

    It is very embarrassing that one little Chinese AI start-up could tank the whole U.S tech and AI stock. This make me reconsider about the AI hype.

    • @silaslee1333
      @silaslee1333 4 дні тому

      Cisco dejavu….crossing fingers..

  • @thomasstrain5503
    @thomasstrain5503 4 дні тому +1

    wake up America this is just the start !!!

  • @Kinnr_
    @Kinnr_ 4 дні тому +2

    Put all my money on calls for Feb 11 at $145. Wish me luck.

  • @GuduPujari-iu7vp
    @GuduPujari-iu7vp 3 дні тому

    i know this is a bit off-topic, but i couldn’t keep this to myself. i kept seeing people rave about Vibrations of Manifestation by alex lane in the comments of so many videos, and even some of my friends mentioned it. i decided to give it a shot, and it’s been a game-changer. i’m finally seeing things fall into place-career, relationships, even my confidence. if you’ve been stuck, this book might be exactly what you need

  • @sarjannarwan6896
    @sarjannarwan6896 4 дні тому +1

    Their model is open source so.... yes they can use their model.

  • @lktz4
    @lktz4 4 дні тому +1

    Bought a little more

  • @Vx3r-e7y
    @Vx3r-e7y 4 дні тому +3

    Ignore

  • @jh5cha
    @jh5cha 4 дні тому +2

    She is wrong.

  • @matt.stevick
    @matt.stevick 4 дні тому +2

    jenny horne looking 👀 very nice respectfully. don’t be a commie. don’t sell ur nvidia u will regret it.

  • @arunrocks02
    @arunrocks02 4 дні тому +1

    It’s still the falling knife. It’s not the dip yet!!

  • @coderider3022
    @coderider3022 4 дні тому +3

    Another US hype bubble burst ! We don’t need super expensive chips.

  • @pauljovick9449
    @pauljovick9449 4 дні тому

    My dad always said YOU BUY CHEAP YOU GET CHEAP!!! IMO STICK WITH NVIDIA!!!

  • @yeshuaschazzar
    @yeshuaschazzar 4 дні тому +2

    Why radio silence from Elon musk? He’s normally well informed and will share his thoughts openly especially if it’s in his wheelhouse.
    It’s a legitimate concern about the only thing propping up the stagflating U.S. economy.

  • @MyScienceWorld825
    @MyScienceWorld825 3 дні тому

    not related to the video at all, but i had to tell y’all about this. i kept seeing Vibrations of Manifestation by alex lane mentioned everywhere-in youtube comments, even random convos with friends. i caved and read it, and wow. within two weeks, i started seeing my dream life come together. it’s not about wishful thinking-it actually teaches you how to align your energy to make it happen.

  • @lou7139
    @lou7139 4 дні тому

    Been praying for an entry point for NVDA. Been so stubborn in the 140s for what feels like forever! Prayers answered!

  • @MrDman973
    @MrDman973 4 дні тому +1

    nvidia got more to go…..

  • @JinxStir
    @JinxStir 4 дні тому +3

    the guy is a bear

  • @Chrisfeb68
    @Chrisfeb68 4 дні тому

    All the institutional investors are getting cheap shares.

  • @CaptainMarvel007
    @CaptainMarvel007 4 дні тому

    It’s time to get out the🍿!

  • @wongchinkong4505
    @wongchinkong4505 4 дні тому

    Warren Buffet doesn't favour tech stocks because he not fully understand them. So if you not fully grasp the reason for the plunge, stay away until the market stabilize after a few weeks of frenzy selling.

  • @drrider1658
    @drrider1658 3 дні тому

    Goes to show you how fickle the market is. Emotional over reaction to headline hype as usual. The sky is falling! I also find it hard to believe that all the brilliant tech engineers in the world outside of China never thought of or understood this Deep Seek whatever?

  • @twhelostl61
    @twhelostl61 4 дні тому +2

    This young lady needs to calm down. It's not a basketball game.

  • @Premium_Water
    @Premium_Water 4 дні тому

    buy!!!!

  • @dgaz3057
    @dgaz3057 4 дні тому +1

    huh?

  • @mellarx1277
    @mellarx1277 4 дні тому

    And, I thought the implication here is that with tik getting toked, another way to open your data is to deeply seek it.

  • @lb6774
    @lb6774 4 дні тому

    Buy buy today

  • @Xingqiwu387
    @Xingqiwu387 4 дні тому

    GREAT! I just hope they put worthless and corrupt Google out of business.

  • @TheTajone
    @TheTajone 4 дні тому

    Its copied and altered version of Open AI's Chat GPT.

  • @andrewromano2135
    @andrewromano2135 4 дні тому

    who is this woman? "I just feel like...". yikes

  • @Wezwp
    @Wezwp 4 дні тому

    Cant you be inpartial for one minute . Congratulate china

  • @afterglow5285
    @afterglow5285 4 дні тому

    Is this a serious investmen channel?. Buy the dip, really?

  • @rayz5508
    @rayz5508 4 дні тому

    Wishful Thinking!😆 Code is code, who cares who created it!

  • @StudioRV8
    @StudioRV8 4 дні тому +1

    This clip won’t age well.

  • @kghello
    @kghello 4 дні тому

    Nvdia will dip till 80 dollar per share. Its too much over valued. Now many small start-up will get encouraged to develop their own model and open source it.

    • @ryannuualiitia2352
      @ryannuualiitia2352 4 дні тому

      I think your right why else would Paul Pelosi buy 50 more Nvidia call options on Jan. 14 that had a strike price of $80 in a trade that was in the range ...

  • @DF-kn9yl
    @DF-kn9yl 4 дні тому

    That’s part that she red from Ives about nobody buying a Chinese app is ludicrous .. even if trump band of or whatever if they do show the cost of the tech as being such the hype isn’t as they made it and someone else will pick it up in the US ..

  • @bobgamer1k929
    @bobgamer1k929 3 дні тому

    this has nothing to do with the video, but i’ve been seeing comments about this book for weeks, and i couldn’t ignore it anymore. Vibrations of Manifestation by alex lane was hard to track down, but it’s honestly the best decision i’ve made. it’s crazy how fast things changed for me-two weeks after reading it, i landed the opportunity i’d been waiting for and started feeling more in control of my life. i just had to tell someone about it

  • @yeshuaschazzar
    @yeshuaschazzar 4 дні тому +2

    They are spending billions on a product that can be downloaded for free. Your advice is to buy the dip? It’s open source… Do you know the code for anyone and they can tinker with it however they’d like?
    And your advice is to buy the dip? Sorry, this is a Hindenburg type collapse.

    • @damonkatos4271
      @damonkatos4271 4 дні тому

      If they were serious reporters they would bring a top programmer from Silicon Valley to give us a run down on the code.

    • @yeshuaschazzar
      @yeshuaschazzar 4 дні тому

      @ I’m so tired of lies and deception.

  • @drusha1
    @drusha1 4 дні тому

    think twice. real reason is boj, not deepseek