DeepSeek sent shockwaves through the market, triggering panic among investors. But is the fear justified, or an opportunity in disguise?
Thanks for taking the time to write this today.
Wow! This is the kind of analysis we need…excellent work! Keep doing it
Thank you for getting out there, informing us and taking some of the fears away. Keep going. You are amazing !!!
The real semiconductor moat is in inference and scale. Every new AI player, including DeepSeek, ultimately increases chip demand. Just like the dotcom crash created opportunities in real tech, today's panic might be tomorrow's windfall.
"so if you’ve ignored building a balanced portfolio - today is a good wakeup call."
This is the phrase that makes this a great article.
You guys are GOATs with your stock recommendation. Much appreciate
Thanks for taking the time to write this today.
Wow! This is the kind of analysis we need…excellent work! Keep doing it
Thank you for getting out there, informing us and taking some of the fears away. Keep going. You are amazing !!!
The real semiconductor moat is in inference and scale. Every new AI player, including DeepSeek, ultimately increases chip demand. Just like the dotcom crash created opportunities in real tech, today's panic might be tomorrow's windfall.
"so if you’ve ignored building a balanced portfolio - today is a good wakeup call."
This is the phrase that makes this a great article.
You guys are GOATs with your stock recommendation. Much appreciate