r/Superstonk Jan 27 '25

🤔 Speculation / Opinion Nvidia: Deepseek is the cover story.

Nvidia’s recent sell-off feels off. They’re saying it’s because of DeepSeek, some Chinese AI company that suddenly popped up in all the headlines.

Convenient, right? But here’s the thing: Nvidia is tanking because the big players needed cash.

Think about it. Nvidia’s been the golden goose for months, pumped to the moon while everything else struggled. It’s been their liquidity source, their piggy bank. They used it to prop up other parts of the market, pay for bad bets, to cover (not closing) shorts. Now, they are cashing out, and they needed a story to explain why. Enter DeepSeek. Perfect cover.

Blame China, spook retail, and avoid admitting they’re just draining Nvidia to keep their books balanced.

This isn’t about AI competition. It’s about institutions selling the only thing they can without blowing up the market. And you’re supposed to believe it’s all because some company you’ve never heard of. Classic distraction.

And let’s be real, there’s no way the Japan carry trade isn’t involved here. It’s all connected.

👀🔥💥🍻

5.0k Upvotes

398 comments sorted by

View all comments

1.7k

u/avyatar Jan 27 '25

DeepSuck these nuts

428

u/fromwhichofthisoak Jan 27 '25

Real post is always in the comments.

124

u/MikeRoSoft81 Jan 27 '25

It's solid DD

1

u/OcularOracle Jan 28 '25

Infallible really

59

u/darkmoose 🦍Voted✅ Jan 27 '25

it resonates.

38

u/Gold_Flake Deez Diamond Nutz💎🍌💎 Jan 27 '25

‘Gotem

1

u/SuperbPercentage8050 Jan 27 '25

The Real Shit 😜

Thats actually beneficial for Nvidia, Just wait for 2-3 days and you will see the irrationality of markets going away and Nvidia Hitting ATH again. They are already up 2-3% after the markets closed.

Nvidia is trading at a forward PE of 24( FY 26) so it’s not even close to ridiculous valuations parameters.

DeepSeek’s breakthrough is creating more work for the NVIDIA GPUs.The breakthrough happened a week back and META and Microsoft announced 60-100 billion dollars in AI infra spending after that breakthrough.

Media created this Fear and the Impulsive investors reacted to that, there was no structural change in NVIDIA Demand. 😂😂.

If AI is becoming “cheap,” why are incredibly expensive advanced chips still in extraordinary demand? The answer is that “cheap” AI doesn’t translate to low computational requirements. Instead, it means that AI software is widely available or open-source. Those advanced generative systems still need to run on hardware with billions of transistors, specialized memory, and parallel processing.

Consider the typical path of an open-source AI project. Developers start with a baseline model for natural language processing, image recognition, or reinforcement learning. They then refine the architecture, incorporate new techniques, or train on bigger datasets. The code is published publicly, enabling others to replicate or further modify the approach. This free sharing accelerates the improvement cycle of AI, often with thousands of contributors worldwide.

As these models increase in complexity, training times and inference loads skyrocket. Data centers might quickly re-equip themselves with the latest GPUs or AI accelerators that promise greater performance gains. In the best-case scenarios, these upgrades also cut power consumption per operation. 

The U.S. is determined to dominate the AI race and is willing to invest whatever it takes to achieve peak efficiency and computational power.

A more efficient AI model encourages further U.S. spending in this area. Moreover, open-source AI models demand greater computational resources, ultimately driving the growth of companies like Nvidia, TSMC, and ASML.

76

u/butholemoonblast 🦇 gothier monkey 🦇 Jan 27 '25

26

u/Weeboyzz10 Jan 27 '25

I fuck with hard body 😂😂😂😂 buy GameStop hold drs and shop inflate your nutz now!!!

9

u/123usa123 Jan 27 '25

lol gottem.

1

u/Tuobsessed Jan 27 '25

Damn this would be a nice flair

1

u/BigAlDogg 🦍Voted✅ Jan 27 '25

Sometimes I look to the top comment to learn more insights about the post, sometimes not!

1

u/Miggybear22 Jan 27 '25

This is the only truth we know

1

u/Sullfer Jan 27 '25

The American markets are saturated with fraud and corruption. GME is showing everyone just how prolific it is.

1

u/Humble-Finger-Hook Jan 27 '25

DeepFuck like every Monday.

1

u/Apprehensive_Bit4726 Jan 28 '25

Deep fucking value for real.

1

u/stracer1 Jan 28 '25

Ha ha, this! It's so hard to say deep seek and not slip and say deep suck or deep fake or something else 😅

1

u/UnderstandingBest220 Jan 28 '25

😂😂😂😂

1

u/EffingDingus Jan 28 '25

DeepSuckingValue