Our DeepSeek stock trades — winners and losers

Deep Seek Chat GPT Styleapp, a cheap Chinese knockoff, hit number one in the App Store, causing Nvidia to lose $600 billion. Deep Seek claims to have achieved similar results with only $5.6 million compared to OpenAI's $78 million.

The AI strategy is shifting from spending as much money as possible on processing power to getting more value for the compute buck. Companies are rethinking their AI strategies to optimize efficiency and costs.

A detailed discussion on Deep Seek's impact on the market, including its low cost and potential to disrupt the industry. The conversation covers the implications for Nvidia and other companies in the AI space.

Speculations on Deep Seek's strategy and the use of advanced AI for trading. The conversation touches on the potential effects of Deep Seek's technology on Nvidia and the overall AI industry.

Exploration of the infrastructure moat created by AI advancements and the potential breakdown of traditional processing power models. The discussion delves into the implications for companies like Nvidia and the future of AI technology.

The impact of the Deep Seek news on the AI industry and the reactions of major players like Nvidia, Microsoft, and Meta. The discussion covers the potential winners and losers in the evolving AI landscape.

Predictions and speculations on the future of the AI industry, including the winners and losers in the market. The conversation focuses on the potential disruptions and innovations in AI technology.

An in-depth discussion on Google's role in AI, its search capabilities, and the potential impact of AI advancements on search technology. The conversation covers Google's real-time data set and its positioning in the AI ecosystem.

Insights into future trends in AI ecosystems and the competition among major players like Amazon, Apple, and Google. The conversation highlights the potential for personalized AI assistants and the growing importance of AI technology in everyday life.

Exploration of the potential impacts of semiconductor tariffs on the AI industry and the reactions from policymakers. The discussion covers the threats to national security and the implications for companies like Nvidia.

Discussion on the transition of the AI sector to reinforcement learning and the efficiency of Deep Seek in conducting reinforcement learning models.

Exploration of the potential advancements beyond frontier models in reasoning and the positive outlook for NVIDIA in the industry.

Insights on the potential long-term growth of NVIDIA and the impact of advancements on Tesla, especially in relation to Full Self-Driving (FSD) technology.

Analysis of how breakthroughs could benefit FSD and the speculation around companies with significant AI infrastructure like Deep Seek.

Speculation on potential Dark Horse beneficiaries like Corsair and the implications of their AI builds and market performance.

Exploration of innovative automotive products like the BYD Shark and the potential impact on the market dynamics, especially in comparison to Cybertruck.

Discussion on companies' strategic shifts towards robo-taxis, robots, and focusing on specific markets like small to midsize businesses.

Insights on the global AI market dynamics with a focus on China's potential in AI innovations and market implications.

Overview of recent developments in AI models like reinforcement learning, potential impacts on public companies like Optimus, and expectations for upcoming earnings calls.