As always, Haseeb has one of the stronger takes on the DeepSeek situation.

It’s directionally correct but underplays Nvidia’s options. Big companies like that don’t suddenly lie down and roll over because their stock price corrected. 

Nvidia has a massive war chest, supply chain dominance and engineering muscle and will use them. 

This story is far from over…

DeepSeek's new R1 reasoning model is dragging down the NASDAQ. It dropped 6 days ago but it seems Wall Street is only now digesting what it means. I'm no equity analyst, but a few things I've been thinking about.

DeepSeek is a huge deflationary shock to the price of… https://t.co/Oi7kx4tua2

Haseeb ＞|＜

As always, Haseeb has one of the stronger takes on the DeepSeek situation.

It’s directionally correct but underplays Nvidia’s options. Big companies like that don’t suddenly lie down and roll over because their stock price corrected. 

Nvidia has a massive war chest, supply chain dominance and engineering muscle and will use them. 

This story is far from over…

https://x.com/hosseeb/status/1883862843663237610?s=46&t=aCgleSnzHweTsfY405ieEA