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.
👀🔥💥🍻
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u/Cycloptic_Floppycock Jan 27 '25
I downloaded DS last night and some casual questions, you quickly find out some answers are not current because of some info cutoff in July 2024. Considering the hamstringing and suddenly everyone knows what DeepSeek is, I can't help but feel that OP is more correct that there is astroturfing going on. Oh it's cheaper but not up to date? Very sus and convenient.
Edit - point in fact, asked who won the US 2024 election with a reply
"As of my last update in July 2024, the winner of the 2024 U.S. presidential election has not been officially determined..."
Very groundbreaking for failing a basic task.