Uncertainty in the market can lead to a risk-off event, but I believe Deepseek's breakthrough could be incredibly bullish in the long run. Dramatic computing cost reductions often lead to explosive growth in usage, as seen in the decline of computer storage costs. The same effect could trigger massive growth in AI adoption, as organizations can now afford more efficient and cheaper infrastructure. This could lead to entirely new applications and increased usage of existing ones, making the semiconductor industry more competitive. The AI revolution could accelerate, making AI more accessible and economically viable for a broader range of apps and organizations.