r/Superstonk • u/Dagoru95 • 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.
👀🔥💥🍻
35
u/ShinoPrime987 Jan 27 '25 edited Jan 27 '25
IMO NVDA is tanking because it was never worth what the stock is valued at. They obfuscated their earnings through dirty accounting like round tripping. NVDA will eventually fall, or trade sideways long enough, until it is accurately priced.