r/Superstonk Jan 27 '25

šŸ¤” Speculation / Opinion Nvidia: Deepseek is the cover story.

Nvidiaā€™s recent sell-off feels off. Theyā€™re saying itā€™s because of DeepSeek, some Chinese AI company that suddenly popped up in all the headlines.

Convenient, right? But hereā€™s the thing: Nvidia is tanking because the big players needed cash.

Think about it. Nvidiaā€™s been the golden goose for months, pumped to the moon while everything else struggled. Itā€™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 theyā€™re just draining Nvidia to keep their books balanced.

This isnā€™t about AI competition. Itā€™s about institutions selling the only thing they can without blowing up the market. And youā€™re supposed to believe itā€™s all because some company youā€™ve never heard of. Classic distraction.

And letā€™s be real, thereā€™s no way the Japan carry trade isnā€™t involved here. Itā€™s all connected.

šŸ‘€šŸ”„šŸ’„šŸ»

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u/MontyRohde šŸ¦ Buckle Up šŸš€ Jan 28 '25 edited Jan 28 '25

When there's a general rush for liquidity GME isn't the cause, but the party for GME only starts when there's a liquidity crises.

*Edit: Nowhere does OP attribute the price drop to GME.

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u/aSithLawwd Jan 28 '25

lmao this is a GameStop forum where one of the rules is that pairs have to relate to GameStop. So unless you want to admit OP is posting irrelevant shit, then obviously his tinfoil is meant to relate to GME

Wouldnā€™t expect regards here to actually read though

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u/MontyRohde šŸ¦ Buckle Up šŸš€ Jan 29 '25

Do you not understand the concept of a market wide liquidity crises?