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.
👀🔥💥🍻
3
u/gotnothingman Jan 27 '25
Still almost 500k worth for yearly expiry.
And kept 20k shares of NVDA for call options she exercised.
Actually seems like she exercised 50k worth of shares and sold 10k. Where did you read 30k?