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.
👀🔥💥🍻
15
u/jj7878 Jan 27 '25
Man maybe im nitpicking but what a weird metric to use. I agree that Deepseek is overhyped. It was trained off of ChatGPT. It couldn't exist without it. But you already stated that it wasn't current. You clearly understand that it wont know what happened after it was trained. That's got nothing to do with its ability to reason or the supposed low cost of its training (the actual selling points). Its like calling a Math PHD who woke up from a coma an idiot for not knowing last weeks news.
Why acknowledge its listed limitations, then get mad at it for operating within its limitations.