reply guys

🗣️ Analysts’ Reactions to Yesterday’s Stock Market Events Triggered by DeepSeek:

JPMorgan (Sandeep Deshpande):
The AI investment cycle may be overhyped; DeepSeek’s efficiency could lead to a more streamlined future.

Jefferies (Edison Lee):
We have two strategies after DeepSeek: either continue investing in computing power or focus on efficiency, potentially reducing AI capital expenditure in 2026.

Bernstein (Stacy Rasgon):
The panic is inflated; maintains outperform ratings on Nvidia and Broadcom.

Citi (Atif Malik):
Disapproves of the US dominance issue, but stresses the advantage of access to cutting-edge chips, maintaining a “buy” rating on Nvidia.

Raymond James (Srini Pajjuri):
If DeepSeek’s innovations are adopted, training costs could decline, casting doubt on the necessity for large GPU clusters.

Cantor (C.J. Muse):
Views DeepSeek’s development as a bullish factor for computing demand, suggesting a rise rather than a drop in GPU needs, and recommends buying Nvidia on dips.