Patreon: www.patreon.com/josephcarlson How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues. Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.
Here's the problem with the 50k GPU assumption. Lets say they had this for training. Even 50k GPU's does not explain how they are handling this much inference from the whole world..
it's all made up, billionaires wealth is just arbitrary numbers on a screen. Their real wealth is what they own, that's tangible, but it ain't worth the millions it was bought and sold for.
6M my rear end. A fund manager that shorted NVDA comes out and says they only spent 6M. Can’t believe anything coming from a fund manager that shorts competition especially one from China
If only we could buy stock from the company that created those cheaper gpus... (Anecdotal: i run ai applications at home, for free! Guess what I had to buy: a new graphics card.)
Wow DeepSeek just knocked Nvidia off its pedestal, I mean the whole tech sector is in turmoil 😂. Well I sure love the buzz! If you haven’t been keeping up, now is the time to act, Lots of buying opportunities right now. perfect time to reassess our portfolios.
I’ve definitely heard about it. It’s crazy how fast it’s gained traction. But honestly, I’m feeling a little lost on how to approach it. I don’t want to be left behind, but at the same time, I don’t know if I want to dive headfirst into all these sudden market shifts.
I totally get it. That’s exactly why I started working with my advisor, Amanda Mary Thome. She’s the one who helped me realize that these kinds of shifts like DeepSeek and other game-changing technologies require a strategic approach. You don’t want to just react, you want to have a plan in place. Amanda's been instrumental in guiding me through that.
I feel this hard! I’m also thinking I need to get an investment advisor to avoid rookie mistakes, but so many options today, What makes this Amanda different from the other advisors out there?
It’s all about how she approaches the market. Amanda Mary Thome doesn't just look at the current news; she looks at trends and potential disruptions like DeepSeek. She's already put together strategies to make the most out of new AI developments. When Nvidia took that big dip recently, I wasn’t even worried because she had already set up my portfolio to handle situations like that. It gave me peace of mind. Look her up, She has a large following and is easily found online.
That sounds like exactly what I need. I’m honestly tired of trying to keep up with everything on my own. I entered her full name into my browser, and her website came out on top. I’ll reach out to her and see what she can do for me.
Its open source anyone can change the code - Your Paranoia is exactly why the USA is viewed as Declining Empire in the eyes of the majority of Humanity.
My first reaction when I hear about Deepseek's achievement was: oh good, now companies can do way bigger and better models with their high end chips. Was surprised the market reacted this way.
1 - Has to do with the money invested. Lot of money has been invested but now the return on investment is minimal compared to deepseek . 2 nd - yes we will have bigger and better models but how many of us will be running high end models and for what utility purpose ? Which means at the level of functional utility big companies are overpriced at the moment . It's a price correction . 3 - that means it's a win for you and me as consumers but not necessarily for the big tech . The service consumers get will be cheaper . If I sell 10 eggs for 10 dollars my value is 100 dollars but now if I have to sell 10 eggs for 1 dollar my value is 10 dollars . 4. The number of AI companies will mushroom up - which means everyone will be forced to compete for a smaller portion of the pie rather than a larger portion of the pie .
Well it’s kind of proving that hardware is not the limitation, and the technology is not that proprietary or moated as some might think if it can be copied so easily, and on top of that it’s open sourced so the whole industry can migrate to it for much cheaper
I don’t disagree but models haven’t made any significant improvement in a while. They mostly perform the same with each having a slight edge in different domains
@@plendafuture7451 " that means it's a win for you and me as consumers but not necessarily for the big tech " I think we can all agree that we can all live with that
I hear people keep going on about how "ChatGTP can do that too". That isnt the big issue. The problem is that this is open to anyone, 97% cheaper and now its got the public jumping on it.
I LOVE how people including yourself actually buy the 6 million claim 😂 I venture a guess that you have no in depth understanding how all these LLMs work. I do since we develop our own models and if you really think 6m was all it took you should at least read up about the basics and the difference between training and inference.
@@eralec the key part doesn't matter on 6 million is real or not.No matter how the actually number is,it's still gonna be lower than those invest on Califonia. The main point is they break the illusion on market belief about the more bubble money they spend to those tech company can carry them to best repay. Taking a titty to cry about pointless thing wouldn't take you back to a better position in real competitive
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week i started with 5k in last week 2024.... now i just hit $32,590
VENTURING into the trading world without the help of a professionals, trading and expecting profit is like turning water into wine you would need a miracle... but mrs kelly ohgee restored hope she is a goooood woman
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 7k and made up to 36k as weekly profit I appreciate the help of this woman
You're right, the best time to buy in the market is when there's fear. A huge part of my growth has also come during the bear market. This last year alone, I have scaled from 180k to over 354k.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications.
It says practically nothing about NVDA or even DeepSeek. The reaction of the market today wasn’t the result of in-depth analysis or calm, reasoned consultation with AI experts - the public did 5 minutes of Googling and acted on their surface impressions. It happens all the time; it’s depressingly easy to make investors stampede. The same type of “investors” dumped Netflix the *instant* they heard about password restrictions because they “knew” subscribers would leave in droves, or ditched Costco when they announced membership price hikes. They jump at every buzzword and headline, acting first and thinking later.
yes very thoughtful, feels like a lot of people just came here by the title and left with "omg china good sam altman bad" without watching the full video
Mostly scares big money and hedge funds. Retail investors don’t have this power. Big money is typically pretty dumb and overreacts to literally anything
@@SirGenesis206 it’s not so much that they’re dumb, it’s just that they’re managing massive amounts of other people’s money, and they have to answer for where it’s being invested every quarter. Agreed they’re overly sensitive, but makes sense when you really think about it.
@@rationaltexan this makes no sense and is all the more reason why they shouldn’t be reacting that way. The bottom line is whether it’s beneficial, and the answer is no. So why panicking and answering to quarterly numbers is the answer makes no sense. This is why the best funds don’t allow funding from emotional investors.
The best vid yet on explaining crypto and associated markets. This from a trading intraday and short-medium or long term point of view. Was impressed that you showed the market cycle.Also the way you explained it. Regardless if it is stocks, currency, precious metals or real estate, crypto, that is being invested in, there is a cycle. As now crypto is a confirmed asset class, You already have taught me so much. Appreciate your time and effort in making the vid. ...I managed to grow a nest egg of around 3Btc’s to a decent 21Btc’s…At the heart of this evolution is Sandy Barclays, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment....
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
Amazing how DeepSeek came from nowhere to suddenly became the top-rated free app on the Apple Store moments before the US markets opened for trading on the first day of the week. Just like something right out of another Hollywood superhero movie.
Since Deepseek is open source, now everyone can contribute in ai development. Linux and other open source projects can also implement Ai. It is a revolutionary move. We should all appreciate it. 👏👏
The scary moment for me was when the model discovered a new approach while solving a mathematical equation. It's COT was like "Wait, wait, wait, This is an aha moment. I need to change my approach."
@@dgi012 There are even some massive moats to be discovered one step deeper into the supply chain, i.e. among ASML's own suppliers (just a hint, no advice).
Yep but clearly the Netherlands has no Sovereignity as it obeys unquestioningly USA instruction to halt ASML EUV Lithography machines to Chinese Chip Fabs.
Take up one idea. Make that one idea your life -think of it, dream of it, live on that idea. Let the brain, muscles, nerves, every part of your body, be full of that idea, and just leave every other idea alone. This is the way to success.
I felt a great disturbance in UA-cam, as if millions of shills suddenly cried out in terror and were suddenly silenced. I fear something terrible has happened
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of $880k within 16-months from an initially stagnant Portfolio.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I tried asking Deepseek some questions that trip up other AI's like ChatGPT, such as "how may R's are in the word Strawberry", and it gave me a long step by step answer that was correct. So despite my earlier skepticism it definitely seems like it's generally an improvement over other AI's based on my own testing.
It's smart but it still suffers from some of these same problems - was just using it to learn code golfing tricks and it tends to not count the numbers of characters quite right, degrading with performance the longer the code snippet is. Overall very impressed though, been having tons of fun with it.
3:08 Just for the record - ChatGPT does do chain of thought. It's been known for a while. Deepseek's advantage is that it can do the exact process for considerably cheaper.
It actually doesn't really, they are just told to generate a chain of thought for the answer. You can put after your question to generate a chain of thought and get a similar result.
I think the power of DeepSeek is the fact that it is 'Open Source' like Linux and thus can leverage the power of millions of developers around the world to help train their models and improve the quality of the product. I think Linux apps should be much more popular than they are, Linux dominates the server market but desktop market is much more diverse and requires the ability to interface to a wide diversity of hardware and software.
It's user problem. Windows practically monopolize the office ecosystem, so user are more used to it. Tho in gaming, it probably gonna have a big shift with Steam using Linux as their base for Steam Deck.
The emphasis on having a clear exit strategy is crucial, especially after experiencing the volatility of previous bull and bear markets. It’s refreshing to see the focus on setting realistic goals and understanding the why behind profit-taking. This approach not only prepares you for unexpected market shifts but also keeps you grounded during the emotional rollercoaster of trading. It’s a valuable reminder that crypto investing should ultimately serve our personal aspirations, rather than just becoming a game of chasing numbers. I have managed to grow a nest egg of around $200k to a decent 7 figures in the space of a few months...Thanks to Evelyn May insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
The pump and dump has been a perfect eyeopener for us all to really see how unpredictable the market can be and the need for us to be trading not just seat and hodl.
@ ya I have both dividend and growth stock, but the media is trying to give out false signal that the whole market is crushing. I can see people are adjusting their portfolio accordingly.
Joseph you are wrong. O1 also dosen't hide the reasoning, it explains the chain of thoughts almost similarly to DeepSeek, not just the result, you have to click on the "thinking" icon/text for all the reasoning to show just like DeepSeek, that's nothing new
@@markrotar9955 Market is not stupid. This is classic case of institutional buyers manipulating the market and creating a frenzy and fear for small investors. These big institutions will start buying later this week and stock will go back up.
The only companies that are massively hurt by this is Perplexity, Mistral, Open AI, and the like as their LLM models have been matched and commoditized. The companies that are unfairly smashed are Nvidia and all the rest of the infrastructure plays. When the LLMs grow up and start integrating into real world applications, those apps will need the computing power.
Perplexity isn't an llm, they are an aggregator. In fact perplexity CEO congratulated the CEO of deepseek. Perplexity are mow adding into their api selection. Google and OpenAI are the biggest losers.
Afaik Perplexity - somewhat presciently - opted to not train their own models. The others (Anthropic, Mistral, OpenAI, xAI) have pretty much lost their moat. DeepSeek's efficiency gains are free for anyone to take advantage of though, including the established players. Whether or not training/inference infrastructure is a good bet, very much depends on how much further model performance and algorithmic efficiency can be pushed. It's certainly not as safe as the more directly semi-related stuff.
Trump takes office = China releases best AI model in the planet, China’s new oil company Chingvron drills and finds oil in Shanghai, new mutation of Covid is found in the US, BYD sell more cars than Tesla worldwide, China develops the first quantum computer with just $100 bucks and is out in stores in China for just $200, etc. 😂
Exactly Natalie Kyla Kimberly also confirmed the challenges Nvidia is facing and she advice her investors to always learn risk management in investment.
@@JessicaTaylorM Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Natalie Kyla Kimberly Constable for about five years now, and her performance has been consistently impressive.
@@MichaelThompsonE-j5k Just research the name ‘Natalie Kyla Kimberly . You’d find necessary details to work with a correspondence to set up an appointment.
I hate that Microsoft is forcing documents into HTML versions and undoing my tables/charts from PDF into HTML. HTML makes these documents unusable and unsearchable. To my understanding there is not even a customer service support number for Microsoft which just shows that they are B to B company only with zero customer service.
Deepseek released their V3 model several weeks ago. But the 8.0 on the Richter scale earthquake we’re seeing today was caused by their just released Deepseek R1 model.
You know the first time I used deepseek weeks ago and it was free then immediately my mind thought wait a minute a Chinese company going well even without the newest Nvidia GPU because of sanctions at that time i was thinking us companies are overspending on ai
I believe that the deep seek sell off presents a unique buying opportunity to get in on AI stocks like Nvidia and Palantir. How can I ride this fresh wave of upward all-time highs without getting burned again with $450k set aside to get fully invested in the first quarter this year?
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
True, initially I wasn't quite impressed with my gains, I was doing so badly, figured I needed to diversify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Just gotta give props to Caryl Ann Adelman , my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
Put in a slightly different way: Their claimed compute budget is 100% credible and whether or not they had access to some export-controlled chips is immaterial.
As perusual very transparent and informative content! Thank you very much for creating this video. I do however question if nVIDIA's fall might not also be a bit attributed to the fact that they have been pumped like crazy since this whole AI craze started. Their valuation is off the charts and this incident showed to me that even the smallest irrational fear in the market can now trigger a big sell off in nVIDIA as investors flock to cement their gains before the stock drops even further. I don't think that the company will crash or anything, but I still consider it a very risky buy atm even though they are so involved in current AI machinations. Their valuation has reached dreams and bubbles terrritory in my opinion. Companies like ASML seem like such a better long term buy in this case.
Hohoho what a funny joke…USA $500 billions AI competing against China $6 millions AI…wooo not bad . This only shows how good brilliant Chinese young engineers , mathematicians & science are today!😮😮😮
2:30 I copied this exact prompt and tried it in Deep Seek and Chat GPT. Both gave the same type of answer of just one word. GPT: Evolve; Deep Seek: Emerge. I suppose the author of that post had a prior conversation with the AI to receive such an extensive answer despite asking for a one-word reply.
The headline-grabbing $6 million figure was just for the final training run, and even according to DeepSeek itself, did not include the costs of prior training runs or any other costs associated with paying their staff and running their company. The real, total cost was probably more like $100 million. But still, relatively cheap compared to Google or OpenAI.
i swear, every time i scrolled through youtube, someone was talking about this book. at first, i thought it was just overhyped, but then even my friend mentioned it, so i had to check it out. Magnetic Aura by takeshi mizuki wasn’t easy to find, but man, it was worth the search. in just a couple of weeks, i’ve seen huge shifts-people treat me differently, my confidence is on another level, and things in my life finally feel like they’re falling into place
I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional
I tried to ask Deep Seek if China was corrupt and it gave me a long non answer about how the government has taken many steps to address corruption, then as I was halfway through reading it deleted the whole response it deleted and changed to "i'm sorry that's out of the realm of my capabilities."
Owned Nvidia since 2018 sold everything at 141 to lock in gains and spread into others like Costco/Google/Meta. I like Nvidia but i like these others more for predictability.
@@horustortoise6110 No doubt more. There has never bee a time in the history of man kind that we have not needed more computing power. When you buy a new iPhone, do you tell the sales guy at the Apple store if you can get a discount if they put the iPhone 6 processor in your iPhone 16?
I Hit $12,590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week .i started with 3k in last week ..... now i just hit $12,590…
Weekly trading is the best way of making money in the market due to lack of experience which resulted in loosing funds... But miss Lisa Mary Walsh, restored hope shes a good woman
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 7k and made up to 36k as weekly profit I appreciate the help of this woman
My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to take risks. Saving is great but taking risks puts you on a pedestal where you wouldnt have to worry about savings as you do now. Thanks to Tessa Brugh Dueker, my portolio is doing really great and im proud of the decisions i made last year.
I feel this is quite an easy one. You already have her name which makes it easy for you. Just look up her name online. I’m sure you will come across her. That’s how I found her too.
Thank you for covering ASML in this, main reason why I listened to this video today. Was watching it for a couple weeks since you recommended it and today opened a position in it.
Deepseek used 50000 Nvidia GPUs, which alone cost $1.25 Billion, NOT 6 Million, plus labor costs, engineers salaries, plus business costs... and they made it to be used for free?? It is a joke!😅😅😅
@bobbell6485 if you could rent GPUs, microsoft, meta and etc. Would not spend 80 and 60 Billion $ for pirchasing more of them in 2025 🤣 They probably rented cloud computing etc. They took a dhortcut like chinese do while developing their products, and we will see the quality soon
DeepSeek was trained for 2months on only 2,028 NVIDIA H800 GPUs. With Electricity costs much cheaper in China the £6Million Training Cost is believable. DeepSeek Developers have no reason to lie - unlike their peers in the USA.
@@Siempre1978Chinese don’t lie?? 😂. The credit is in their ability to copy, and scale at cost. Lying, they do this a lot because of being tied to their government.
I think open-source will make AI more pervasive in multiple use cases. I was anticipating this to happen ever since Llama 3 series and then Gemma2 were released. We still need NVIDIA GPUs but hopefully we can use them more efficiently.
Those companies Joseph mentioned are all great historical companies. I see no worries here just a perfect buying opportunity we’ll see them all rise back up soon
![Lp. Сердце Вселенной #60 РОЖДЕНИЕ ЛОЛОЛОШКИ [Финал] • Майнкрафт](http://i.ytimg.com/vi/YoR0pAV9FVQ/mqdefault.jpg)
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You know you can use promote to affect its chain of thought once you see its thought and do iteration for the questions?
Already been HACKED!!! 😁 😂 🤣
AI is a scam. You dont need AI for what amazon doing. Its like buying million dollar potato instead of 5 dollar for 10lbs.
Here's the problem with the 50k GPU assumption. Lets say they had this for training. Even 50k GPU's does not explain how they are handling this much inference from the whole world..
Over a trillion in wealth lost today due to a $6M AI model.... insane.
it's all made up, billionaires wealth is just arbitrary numbers on a screen. Their real wealth is what they own, that's tangible, but it ain't worth the millions it was bought and sold for.
It’s not lost, it was withdrawn, now what is that money going to buy? Beanie babies?
It's in a state of flux which nobody can predict. It's just s reaming stay away unless you like to gamble
I don’t want you to buy at all.
6M my rear end. A fund manager that shorted NVDA comes out and says they only spent 6M. Can’t believe anything coming from a fund manager that shorts competition especially one from China
I would like to thank deepseek for the buying opportunity.
Added more TSM today 🤷♂️
@@o0usf0o😂 I’m guessing this is a political statement?
If only we could buy stock from the company that created those cheaper gpus...
(Anecdotal: i run ai applications at home, for free! Guess what I had to buy: a new graphics card.)
Apple’s brilliant strategy: Mafia tactics.
@@ericwaraujo What cheaper GPUs.... They just claim to train on older cheaper Nvidia hardware not non Nvidia hardware...
Wow DeepSeek just knocked Nvidia off its pedestal, I mean the whole tech sector is in turmoil 😂. Well I sure love the buzz! If you haven’t been keeping up, now is the time to act, Lots of buying opportunities right now. perfect time to reassess our portfolios.
I’ve definitely heard about it. It’s crazy how fast it’s gained traction. But honestly, I’m feeling a little lost on how to approach it. I don’t want to be left behind, but at the same time, I don’t know if I want to dive headfirst into all these sudden market shifts.
I totally get it. That’s exactly why I started working with my advisor, Amanda Mary Thome. She’s the one who helped me realize that these kinds of shifts like DeepSeek and other game-changing technologies require a strategic approach. You don’t want to just react, you want to have a plan in place. Amanda's been instrumental in guiding me through that.
I feel this hard! I’m also thinking I need to get an investment advisor to avoid rookie mistakes, but so many options today, What makes this Amanda different from the other advisors out there?
It’s all about how she approaches the market. Amanda Mary Thome doesn't just look at the current news; she looks at trends and potential disruptions like DeepSeek. She's already put together strategies to make the most out of new AI developments. When Nvidia took that big dip recently, I wasn’t even worried because she had already set up my portfolio to handle situations like that. It gave me peace of mind. Look her up, She has a large following and is easily found online.
That sounds like exactly what I need. I’m honestly tired of trying to keep up with everything on my own. I entered her full name into my browser, and her website came out on top. I’ll reach out to her and see what she can do for me.
DEEPSEEK is China …Chinese New Year gift to the world for free!❤❤❤
Happy Chinese New Year
😂
So once again Americans are willfully downloading Chinese software to their phones.
Its open source anyone can change the code - Your Paranoia is exactly why the USA is viewed as Declining Empire in the eyes of the majority of Humanity.
Probably it's mostly chinese people
Ban, ban, ban - national security!
It's open source
@@STICKJAY11 LMAO
My first reaction when I hear about Deepseek's achievement was: oh good, now companies can do way bigger and better models with their high end chips. Was surprised the market reacted this way.
1 - Has to do with the money invested. Lot of money has been invested but now the return on investment is minimal compared to deepseek .
2 nd - yes we will have bigger and better models but how many of us will be running high end models and for what utility purpose ?
Which means at the level of functional utility big companies are overpriced at the moment . It's a price correction .
3 - that means it's a win for you and me as consumers but not necessarily for the big tech . The service consumers get will be cheaper . If I sell 10 eggs for 10 dollars my value is 100 dollars but now if I have to sell 10 eggs for 1 dollar my value is 10 dollars .
4. The number of AI companies will mushroom up - which means everyone will be forced to compete for a smaller portion of the pie rather than a larger portion of the pie .
Good point and an the hardware side of all places
Well it’s kind of proving that hardware is not the limitation, and the technology is not that proprietary or moated as some might think if it can be copied so easily, and on top of that it’s open sourced so the whole industry can migrate to it for much cheaper
I don’t disagree but models haven’t made any significant improvement in a while. They mostly perform the same with each having a slight edge in different domains
@@plendafuture7451 " that means it's a win for you and me as consumers but not necessarily for the big tech "
I think we can all agree that we can all live with that
The biggest surprise 1:58 isn't Deepseek being #1. It's Threads being #4. lol.
@@incyphe its got to be better than X/twitter, I can’t stand that platform
For real lol
Yup, Elon ruining twitter has been hilarious. Threads and blue sky are rolling.
@@onetwothreefour-s1n you sound like you miss censorship 🥲
I hate being re-routed to that threads fu@$& app.
I hear people keep going on about how "ChatGTP can do that too". That isnt the big issue. The problem is that this is open to anyone, 97% cheaper and now its got the public jumping on it.
I run ai graphics applications at home. For free. Comfyui flux etc
Guess what I had to buy: a new graphics card.
I LOVE how people including yourself actually buy the 6 million claim 😂 I venture a guess that you have no in depth understanding how all these LLMs work. I do since we develop our own models and if you really think 6m was all it took you should at least read up about the basics and the difference between training and inference.
@@eralec Are you saying it's like they doped in Olympic swimming?
@@eralec the key part doesn't matter on 6 million is real or not.No matter how the actually number is,it's still gonna be lower than those invest on Califonia. The main point is they break the illusion on market belief about the more bubble money they spend to those tech company can carry them to best repay. Taking a titty to cry about pointless thing wouldn't take you back to a better position in real competitive
I can't escape the feeling that many in the investment space don't fully understand the implications of the words "open source."
they think open source of money right?
@@sacrificialrook6283 right, in the long run all who use it see decreased costs
today will be a day they'll remember for a loooooong time.
open source meaning has been hijacked by openAI
Well open source potentially means potentially more competition which is good for a consumer but potentially bad for an individual company.
I Hit $32,590 today. Thank you for all the knowledge and nuggets you had thrown my way over the last week i started with 5k in last week 2024.... now i just hit $32,590
How please can you explain because I've been making a lot of looses trying to make profit trading.
VENTURING into the trading world without the help of a professionals, trading and expecting profit is like turning water into wine you would need a miracle... but mrs kelly ohgee restored hope she is a goooood woman
Since meeting Expert.,Kelly Ohgee I now agree that with an expert managing your portfolio, the rate of profit is high, with less risk.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 7k and made up to 36k as weekly profit I appreciate the help of this woman
A new dawn in the free world, we should see alot of changes really soon, especially in the digital and financial markets.
Spot on. The market presents different opportunities to create passive Income, with the right skill and proper understanding you're good to go.
Facts 👏
You're right, the best time to buy in the market is when there's fear. A huge part of my growth has also come during the bear market. This last year alone, I have scaled from 180k to over 354k.
How were you able to make that much?
Seems like I'm not lucky enough.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications.
I started with $100, then added a few thousand to Moonacy protocol. Everything’s paid off, and there’s still more profit to come next month
If Tony Stark was able to build a mini nuclear reactor in a cave with junk metal, I believe DeepSeek used a Lay's potato chip to train their AI.
😂😂😂
Wow 😅
OMG,
SNL for you. 😂
Yes, DeepCopy cut some corners for sure.
Now other countries can download DeepSeek for free 😂😂😂
Make a video talking about the new Shiba Inu memecoin (TREAT) I'm thinking about buying 10 thousand dollars of it.
Says a lot about a company when one piece of news can wipe out 17% of the market cap. All these chip companies are way too overvalued
This
Exactly
Not much about the company but more about the stock market euphoria
It says practically nothing about NVDA or even DeepSeek. The reaction of the market today wasn’t the result of in-depth analysis or calm, reasoned consultation with AI experts - the public did 5 minutes of Googling and acted on their surface impressions. It happens all the time; it’s depressingly easy to make investors stampede. The same type of “investors” dumped Netflix the *instant* they heard about password restrictions because they “knew” subscribers would leave in droves, or ditched Costco when they announced membership price hikes. They jump at every buzzword and headline, acting first and thinking later.
None of the companies changed at all. Just the investors holding them.
This is also the most rational breakdown of the impacts of this news from a financial standpoint I've seen of the 20+ videos I've watched today.
yes very thoughtful, feels like a lot of people just came here by the title and left with "omg china good sam altman bad" without watching the full video
Market gets scared so easily
If you say boo the the market goes down 😂it’s over sensitive
Mostly scares big money and hedge funds. Retail investors don’t have this power. Big money is typically pretty dumb and overreacts to literally anything
@@SirGenesis206 it’s not so much that they’re dumb, it’s just that they’re managing massive amounts of other people’s money, and they have to answer for where it’s being invested every quarter.
Agreed they’re overly sensitive, but makes sense when you really think about it.
@@SirGenesis206 yea those ppl making millions yearly are dumb, and smart ppl like you are here criticizing them
@@rationaltexan this makes no sense and is all the more reason why they shouldn’t be reacting that way. The bottom line is whether it’s beneficial, and the answer is no. So why panicking and answering to quarterly numbers is the answer makes no sense. This is why the best funds don’t allow funding from emotional investors.
The best vid yet on explaining crypto and associated markets. This from a trading intraday and short-medium or long term point of view. Was impressed that you showed the market cycle.Also the way you explained it. Regardless if it is stocks, currency, precious metals or real estate, crypto, that is being invested in, there is a cycle. As now crypto is a confirmed asset class, You already have taught me so much. Appreciate your time and effort in making the vid. ...I managed to grow a nest egg of around 3Btc’s to a decent 21Btc’s…At the heart of this evolution is Sandy Barclays, whose deep understanding of both cryptocurrency and traditional trading has been instrumental. Her holistic approach to investment and commitment to staying abreast of market trends make her an invaluable ally in navigating this new era in cryptocurrency investment....
She mostly interacts on Telegrams, using the user-name.
@SandyBarclays .
Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.
I appreciate the professionalism and dedication of the team behind Sandy’s trade signal service.
Great skills and knowledge about the market. I enjoy full profits and easy withdrawal with no complains.
Amazing how DeepSeek came from nowhere to suddenly became the top-rated free app on the Apple Store moments before the US markets opened for trading on the first day of the week. Just like something right out of another Hollywood superhero movie.
Since Deepseek is open source, now everyone can contribute in ai development. Linux and other open source projects can also implement Ai. It is a revolutionary move. We should all appreciate it. 👏👏
Absolutely!
The scary moment for me was when the model discovered a new approach while solving a mathematical equation. It's COT was like "Wait, wait, wait, This is an aha moment. I need to change my approach."
Joseph carlson, the exact person I was wanting to hear from. Thanks for posting videos at the exact right time
ASML in not US company. It's HQ is in the Netherlands.
You're correct. ASML is a buy right now. It has the biggest moat in the supply chain imo
He knows that obviously, it was just a bad expression.
@@dgi012 There are even some massive moats to be discovered one step deeper into the supply chain, i.e. among ASML's own suppliers (just a hint, no advice).
I BTFD 😂❤
Yep but clearly the Netherlands has no Sovereignity as it obeys unquestioningly USA instruction to halt ASML EUV Lithography machines to Chinese Chip Fabs.
Take up one idea. Make that one idea your life -think of it, dream of it, live on that idea. Let the brain, muscles, nerves, every part of your body, be full of that idea, and just leave every other idea alone. This is the way to success.
Assets that can make one successful in life
I. Forex
2.Stocks
3.Shares
forex is profitable and lucrative investment online
@@jorgevalcarceloYou are right.
But I don't know why people remain poor due to ignorance
Buy buy buy. We dont get deep buying oppurtunity like this very often
it only came down to October 2024 price, if you bought later then congratulations, but yeah... buy now
Nvidia is where it was at just last October. Not that long ago.
Like buying Cisco in 2000.
TSM, ASML, MU dropping so much is hilarious.. and fantastic opportunity. Even short term trade.
All in dude
Joseph checking his portfolio “well fck it’s a big red day, but it’s okay I’ll make the money back cuz I just got material for a banger video”
I felt a great disturbance in UA-cam, as if millions of shills suddenly cried out in terror and were suddenly silenced. I fear something terrible has happened
Star Wars?!
😂😂😂
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of $880k within 16-months from an initially stagnant Portfolio.
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky” for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I tried asking Deepseek some questions that trip up other AI's like ChatGPT, such as "how may R's are in the word Strawberry", and it gave me a long step by step answer that was correct. So despite my earlier skepticism it definitely seems like it's generally an improvement over other AI's based on my own testing.
It's smart but it still suffers from some of these same problems - was just using it to learn code golfing tricks and it tends to not count the numbers of characters quite right, degrading with performance the longer the code snippet is. Overall very impressed though, been having tons of fun with it.
Ask it who’s the president
Every US model can answer that question. It’s no longer an issue. Stop quoting old versions
3:08 Just for the record - ChatGPT does do chain of thought. It's been known for a while. Deepseek's advantage is that it can do the exact process for considerably cheaper.
But the numbers are more often wrong than with chatGPT after a test. The thoughs make it more interessting.
There's big value in being able to see the thought tokens too, makes it much faster to learn how to get good results out of it.
It actually doesn't really, they are just told to generate a chain of thought for the answer. You can put after your question to generate a chain of thought and get a similar result.
I think the power of DeepSeek is the fact that it is 'Open Source' like Linux and thus can leverage the power of millions of developers around the world to help train their models and improve the quality of the product. I think Linux apps should be much more popular than they are, Linux dominates the server market but desktop market is much more diverse and requires the ability to interface to a wide diversity of hardware and software.
It's user problem. Windows practically monopolize the office ecosystem, so user are more used to it. Tho in gaming, it probably gonna have a big shift with Steam using Linux as their base for Steam Deck.
The emphasis on having a clear exit strategy is crucial, especially after experiencing the volatility of previous bull and bear markets. It’s refreshing to see the focus on setting realistic goals and understanding the why behind profit-taking. This approach not only prepares you for unexpected market shifts but also keeps you grounded during the emotional rollercoaster of trading. It’s a valuable reminder that crypto investing should ultimately serve our personal aspirations, rather than just becoming a game of chasing numbers. I have managed to grow a nest egg of around $200k to a decent 7 figures in the space of a few months...Thanks to Evelyn May insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
She's very active on Telegrams, using the user name
@Evelynmya
The pump and dump has been a perfect eyeopener for us all to really see how unpredictable the market can be and the need for us to be trading not just seat and hodl.
Got a chance to benefit from her services a few weeks ago and it has been a very smooth experience.
Thank you…. I have searched her up Google I think I am satisfied with her experience.
I was waiting for this video the whole day , thanks Joseph
I’m building AMD, ASML for long term hold
No NVDA ?
Likely decent swing trade, but not my investment style, I prefer and am more comfortable holding other stocks.
Nothing much against it though. ✌️
Lmao AMD
I feel better now you have disclosed that
Don't forget avgo and lrxc
200 billion on data centers then charge you $200 per month to use it wile they farm your data ..... Good Byeeee Navida !!!!
I love the title… that’s exactly what’s happening… a lot of people saying it’s crushing the market. Dividend stocks are doing fine today.
True, but they don't go up much either. SCHD and them were literally hedges today. that's about it.
Completely agree, continue holding VIG imo since their top 10 holdings are much stronger and faster growing than SCHD
@ ya I have both dividend and growth stock, but the media is trying to give out false signal that the whole market is crushing. I can see people are adjusting their portfolio accordingly.
Pepsi up over 3.5%...on fundamentals? British Tobacco up nearly 5%.
Joseph you are wrong.
O1 also dosen't hide the reasoning, it explains the chain of thoughts almost similarly to DeepSeek, not just the result, you have to click on the "thinking" icon/text for all the reasoning to show just like DeepSeek, that's nothing new
He is not, don't trust CHINA !!!
It gives you a summary of the thought process, but the actual output tokens are hidden to protect "trade secrets"
Beautifully timed video. Thank you, Joseph!
Deepseek is open source , the others are not :
Huge buying opportunity for NVIDIA long term, finally building my position! Pin the post NVIDIA will be up big by the end of year
I wouldn’t be surprised to see Nvidia down even more, 6 months from now
@@markrotar9955 Market is not stupid. This is classic case of institutional buyers manipulating the market and creating a frenzy and fear for small investors. These big institutions will start buying later this week and stock will go back up.
How is this PE justified at a 3 trillion mcap?
I agree
@@seniorkevin fpe is 27, not too bad, at least less than spy i think
The only companies that are massively hurt by this is Perplexity, Mistral, Open AI, and the like as their LLM models have been matched and commoditized. The companies that are unfairly smashed are Nvidia and all the rest of the infrastructure plays. When the LLMs grow up and start integrating into real world applications, those apps will need the computing power.
Perplexity isn't an llm, they are an aggregator. In fact perplexity CEO congratulated the CEO of deepseek. Perplexity are mow adding into their api selection. Google and OpenAI are the biggest losers.
So true bro, but JC is too in love for himself and his stocks to understand your simple and so compelling reasoning
Afaik Perplexity - somewhat presciently - opted to not train their own models. The others (Anthropic, Mistral, OpenAI, xAI) have pretty much lost their moat. DeepSeek's efficiency gains are free for anyone to take advantage of though, including the established players. Whether or not training/inference infrastructure is a good bet, very much depends on how much further model performance and algorithmic efficiency can be pushed. It's certainly not as safe as the more directly semi-related stuff.
that and the energy companies that was also a big part of this play - they are going to still be required, regardless of the pay to play for hardware
Trump takes office = China releases best AI model in the planet, China’s new oil company Chingvron drills and finds oil in Shanghai, new mutation of Covid is found in the US, BYD sell more cars than Tesla worldwide, China develops the first quantum computer with just $100 bucks and is out in stores in China for just $200, etc. 😂
China lands on Mars by using old rockets.
please deeply seek help...
Sure, the Chinese did all this in the first week of the Trump presidency.
The Chinese probably already have the most powerful AI version and probably just released the cheapest version for the world and fuck up US company 😂
Word up
If DeepSeek continues to rise, it could challenge Nvidia's leadership, especially in key growth sectors like AI and autonomous driving.
Exactly Natalie Kyla Kimberly also confirmed the challenges Nvidia is facing and she advice her investors to always learn risk management in investment.
@@WilliamHarrymadison wow did you just mention Natalia never knew she was this popular
@@EmilySmith-z5v it has been 1 year 6 months been transacting with her. no complain so far i will say she’s one of the best.
@@JessicaTaylorM Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with Natalie Kyla Kimberly Constable for about five years now, and her performance has been consistently impressive.
@@MichaelThompsonE-j5k Just research the name ‘Natalie Kyla Kimberly . You’d find necessary details to work with a correspondence to set up an appointment.
JosephAI model has the fastest news turnaround time. We're going DEEP on this one 😉
Well european youtubers published videos 2 hours earlier.
I hate that Microsoft is forcing documents into HTML versions and undoing my tables/charts from PDF into HTML. HTML makes these documents unusable and unsearchable. To my understanding there is not even a customer service support number for Microsoft which just shows that they are B to B company only with zero customer service.
REITS and dividend value companies did well today.
Namely retail/consumer goods.
The tech heavy gen z bros learned a hard lesson today… or maybe not 😂
Deepseek released their V3 model several weeks ago. But the 8.0 on the Richter scale earthquake we’re seeing today was caused by their just released Deepseek R1 model.
I asked deep seek some compound interest calculations they were correct I was impressed
18:09 is all I needed to hear, we were on the same page 😎
Do you follow everything he says, no matter what?
Sam Altman must be crying browsing the Bugatti website
My favorite part of the day was Boston Pizza Royalties remembering it’s a pizza restaurant and not AI
Great work Joseph. You shoveled through the chaos and came up with a very appropriate and coherent story/video. Thanks.
Why did no UA-cam stock "expert" mention DeepSeek until after the crash when they heard it on the news?
I posted a video last week on DeepSeek before the crash.
I have been using it for 1 month, my partners in China knew it since 7 months. The API was available in Chinese market long ago.
Where's your video? Link please.
@@kevinlue4756❤
You know the first time I used deepseek weeks ago and it was free then immediately my mind thought wait a minute a Chinese company going well even without the newest Nvidia GPU because of sanctions at that time i was thinking us companies are overspending on ai
7:46 understatement 😉
Thanks for the update!
the cinnamon butter rolls line absolutely sent me man I am genuinely crying right now. youre the best man I appreciate all the videos!
I believe that the deep seek sell off presents a unique buying opportunity to get in on AI stocks like Nvidia and Palantir. How can I ride this fresh wave of upward all-time highs without getting burned again with $450k set aside to get fully invested in the first quarter this year?
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
True, initially I wasn't quite impressed with my gains, I was doing so badly, figured I needed to diversify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
Just gotta give props to Caryl Ann Adelman , my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
New estimates say if using H100, following DeepSeek's paper, the training cost is 2.3 million USD.
Put in a slightly different way: Their claimed compute budget is 100% credible and whether or not they had access to some export-controlled chips is immaterial.
You are a MONSTER GENIUS ANALYST! Congrats buddy!! 🚀
Apple is the obvious winner in AI. They have the platform needed for all this AI mess.
Was waiting for your video , loved it as always !
About the part of dismissive, if someone ask me “do you want to be a good student? “ And I say no, that’s kinda sound dismissive or even rebellious 😂
America focused on war and pronouns but China focused on mathematics!
Libtards we're voted out
That's what the left did to our country. We gave away our greatness for the third world thanks to white guilt.
Bro terrible take
Glad Lisa Su was onto this prior and AMD collaborated with deepseek on the new chips ..Smart move!
Just what I've been waiting for finally time to buy ASML thank you for the video
As perusual very transparent and informative content! Thank you very much for creating this video. I do however question if nVIDIA's fall might not also be a bit attributed to the fact that they have been pumped like crazy since this whole AI craze started. Their valuation is off the charts and this incident showed to me that even the smallest irrational fear in the market can now trigger a big sell off in nVIDIA as investors flock to cement their gains before the stock drops even further. I don't think that the company will crash or anything, but I still consider it a very risky buy atm even though they are so involved in current AI machinations. Their valuation has reached dreams and bubbles terrritory in my opinion. Companies like ASML seem like such a better long term buy in this case.
Hohoho what a funny joke…USA $500 billions AI competing against China $6 millions AI…wooo not bad . This only shows how good brilliant Chinese young engineers , mathematicians & science are today!😮😮😮
true
2:30 I copied this exact prompt and tried it in Deep Seek and Chat GPT. Both gave the same type of answer of just one word. GPT: Evolve; Deep Seek: Emerge. I suppose the author of that post had a prior conversation with the AI to receive such an extensive answer despite asking for a one-word reply.
From the comments, you can image how many NVD holders trapped 😂
Deepseek uses NVDA chips. This is a knee jerk dip.
Joseph the GOAT
The headline-grabbing $6 million figure was just for the final training run, and even according to DeepSeek itself, did not include the costs of prior training runs or any other costs associated with paying their staff and running their company. The real, total cost was probably more like $100 million. But still, relatively cheap compared to Google or OpenAI.
The fact that I can run 1.5b model on my phone is unreal. The AI for the masses. Thank you DeepSeek, Thank you for open sourcing it to us.
i swear, every time i scrolled through youtube, someone was talking about this book. at first, i thought it was just overhyped, but then even my friend mentioned it, so i had to check it out. Magnetic Aura by takeshi mizuki wasn’t easy to find, but man, it was worth the search. in just a couple of weeks, i’ve seen huge shifts-people treat me differently, my confidence is on another level, and things in my life finally feel like they’re falling into place
Thanks!
Thank you for this video!!
I think I’m going to sell out of Tesla & buy Nvidia. Thinking it’ll be a better move for the future.
Currently shorting tesla, time for elons aircastle to fall@@lizandro7728
Bought more ASML and of course added Nvidia and Broadcom. World is not ending folks 😂
Good man.
I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
As a beginner, it's essential for you to have a pro or a very good trader to keep you accountable.
If you can, then get a professional to trade for you I think that way your assets are more secure.
Someone like expert Scarlett Hansley
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional
This is correct, Scarlett's strategy has normalized winning trades for me also and it's a huge milestone for me looking back to how it all started.
Soon there will be an announcement from the US if DeepSeek Threatening national security 😂😂😂
I was waiting for a new vid!:-)
I tried to ask Deep Seek if China was corrupt and it gave me a long non answer about how the government has taken many steps to address corruption, then as I was halfway through reading it deleted the whole response it deleted and changed to "i'm sorry that's out of the realm of my capabilities."
Owned Nvidia since 2018 sold everything at 141 to lock in gains and spread into others like Costco/Google/Meta. I like Nvidia but i like these others more for predictability.
Do you predict less or more demand for chips in the future?
@@horustortoise6110 No doubt more. There has never bee a time in the history of man kind that we have not needed more computing power. When you buy a new iPhone, do you tell the sales guy at the Apple store if you can get a discount if they put the iPhone 6 processor in your iPhone 16?
I Hit $12,590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week .i started with 3k in last week ..... now i just hit $12,590…
How please can you explain because I've been making a lot of looses trying to make profit trading.
Weekly trading is the best way of making money in the market due to lack of experience which resulted in loosing funds... But miss Lisa Mary Walsh, restored hope shes a good woman
Since meeting Expert Lisa MaryWalsh., I now agree that with an expert managing your portfolio, the rate of profit is high, with less risk.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 7k and made up to 36k as weekly profit I appreciate the help of this woman
Thanks for being a reliable voice of reason 🙏
You’re probably right, this is just a bump in the road, and in fact cause companies to invest more in AI.
l started a position in AVGO last month, around the same time you started your ASML, and I bought more today as well.
Millions of Chinese downloaded it... I tried it, Deepseek is slow and hardly works... stay chilled.
Lol you really bet on ppl won't download it and try themselves?😂
Update your trolling text next time😂
Fake frames should be the downfall of any computer hardware company.
cosmic retribution for giving gamers fake frames and marketing it as the best thing ever - interesting
My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to take risks. Saving is great but taking risks puts you on a pedestal where you wouldnt have to worry about savings as you do now. Thanks to Tessa Brugh Dueker, my portolio is doing really great and im proud of the decisions i made last year.
I trade with her every week and make huge profits from her. her consistency is crazy.
I just looked up her name online. she is licensed with credible certificates and has an amazing track record. Thank you for the message.
Can I knw mre?
I feel this is quite an easy one. You already have her name which makes it easy for you. Just look up her name online. I’m sure you will come across her. That’s how I found her too.
@@PedroPeter-u2cTessa is a thief and will steal your money 😮
Thank you for covering ASML in this, main reason why I listened to this video today. Was watching it for a couple weeks since you recommended it and today opened a position in it.
Deepseek used 50000 Nvidia GPUs, which alone cost $1.25 Billion, NOT 6 Million, plus labor costs, engineers salaries, plus business costs... and they made it to be used for free?? It is a joke!😅😅😅
True TCO of the infrastructure. But didn’t they just rent the compute resource needed?
@bobbell6485 if you could rent GPUs, microsoft, meta and etc. Would not spend 80 and 60 Billion $ for pirchasing more of them in 2025 🤣
They probably rented cloud computing etc. They took a dhortcut like chinese do while developing their products, and we will see the quality soon
It's more efficient so it used 50000 $120 graphics cards.
DeepSeek was trained for 2months on only 2,028 NVIDIA H800 GPUs. With Electricity costs much cheaper in China the £6Million Training Cost is believable.
DeepSeek Developers have no reason to lie - unlike their peers in the USA.
@@Siempre1978Chinese don’t lie?? 😂. The credit is in their ability to copy, and scale at cost. Lying, they do this a lot because of being tied to their government.
16:08 i love this insight, thank you joseph
The CapEx isn't for building chatbots. DeepSeek is a chatbot.
Homie simply can't believe that is AI corpos are scamming 98% of their value 😂
Perfect time to buy the dip.
Im gonna regret not buying when it goes back to $140/share
so buy the dip then?
I think open-source will make AI more pervasive in multiple use cases. I was anticipating this to happen ever since Llama 3 series and then Gemma2 were released. We still need NVIDIA GPUs but hopefully we can use them more efficiently.
Absolutely. The better and freeer the models get the more uses we'll have for them and the more hardware we'll need to run them on.
Those companies Joseph mentioned are all great historical companies. I see no worries here just a perfect buying opportunity we’ll see them all rise back up soon
Just used this opportunity to buy ASML at 10% discount!
Those who traveled to China recently will know how advance China is, in terms of technology. US is no where near.
China is good at copying and scaling something by being cheaper. In this case because of government support like EV.
Please change your font size, colour, or shout a bit louder... I don't think they can her you
@@zepho100 Sure...sure....lol
I can confirm. My family went to shenzhen last summer and their cities are vastly different than Singapore
@@tat3179 are you dense?