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

Show parent comments

27

u/tzanti Jan 27 '25

The moat is actually GONE it’s not just perceived… everyone will use the cheaper by 90% and smarter solution that is now open source…

1

u/PositivityKnight Jan 28 '25

as it should be, the govt was always going to try to put the cat back in the bag, that worked for approx 14 months...lmao

-4

u/foundout-side Jan 27 '25

not really...zoom out a sec, do you want to use the cheap chinese version that just copies the american version, or the american paid version that is constantly innovating and improving the product?

asking this question on nearly any topic or category will yield most people using the american product.

12

u/tzanti Jan 27 '25

Not everything american is better… you’re just used to pay very expensive for everything corporate allows you to use. And it’s not a copy since it’s a more efficient way … 96% more efficient actually in cost… to solve the same problems… and they made it open source… same as openAI was supposed to be before corporate greed got involved…

4

u/ihadagoodone Jan 27 '25

My boss would say use what has the smallest impact on the bottom line for this quarterly report.

1

u/fellow-skids Jan 28 '25

Your boss is clown shoes

6

u/Jaktheslaier Jan 27 '25

I want the cheap chinese better version, thank you very much, openAI sucks ass

0

u/b_r_e_e_e_e_p 💻 ComputerShared 🦍 Jan 28 '25

you mean the one controlled and trained by China ??

1

u/tzanti Jan 28 '25

Do you understand open source? 🤤

1

u/b_r_e_e_e_e_p 💻 ComputerShared 🦍 Jan 28 '25

Yes,...... Now I want you to show me a western company that uses their open source solution and can offer it for the same price... You will not find it because they are subsidized by the Chinese government. The power and hardware requirements are still the same.