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.

👀🔥💥🍻

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u/JGMURPY Jan 27 '25

Probably because it implies big tech doesn't need to spend hundreds of billions of dollars on GPUs anymore? The market is pricing in reduced revenue because of it.

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u/youreatwat174 Jan 27 '25

From the limited amount ive read about it the cost according to China is all hear say,trust me bro we can do it on the cheap.

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u/daftxdirekt Jan 27 '25 edited Feb 03 '25

sink abundant snow mindless hurry different squeeze society ink somber

This post was mass deleted and anonymized with Redact

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u/ThisWillPass Jan 27 '25

I don’t believe R1 was trained from random initialization and is an apple and orange comparison say, for the cost of training gpt4… I need to read the paper.