I remain bullish on $NVIDIA(NVDA)$ . Just because deepseek is built on older chips does not mean newer chips become obselete. Precisely because of what was shown possible with older chips with the help of algorithmic innovations, this mean that there is alot more room to grow in the AI industry. This basically mean that the newer chips now have much more potential. Deepseek pushes innovation on software algorithmic processes while Nvidia pushes for hardware innovation capabilities. I don't see a conflict in any way, instead should be seen as a catalyst for AI industry and a big step for mankind.
I think deep seek should be seen as a catalyst for the AI industry. Despite it being seen as a "threat" by many people, it increases competition which is definitely a good thing. Competition is always the driver for innovation. I'm still bullish on both $NVIDIA(NVDA)$ and also China assets. Just because deepseek is built on older chips does not mean that American companies like nvidia is going to go down hill. Precisely because of algorithms innovation from deepseek allows much more room to for AI to grow, allowing for even more potential for the high end chips. Also people should stop udmerestimating china. Yes I agree that China stocks are more "risky" because of the unpredictable nature of the government. But we have to constantly keep in mind
$BYD Co., Ltd.(BYDDY)$ I'm bullish on the largest EV company in the world.Last year, it alr surpassed tesla to sell more EV vehicles in the quarter. Currently releasing car models very frequently. With its u9 super car just entering korea market, planning to enter the Europe market as well. It's new seal and newest sea lion model also recieved many likes by others. If we look at the company itself, it has competitive advantage. It have the bargaining power on its supply chain compared to other EV companies as it produces its own battery. Even some tesla models uses byd battery. BYD uses can be seen everywhere in Singapore. From public transport to NUS shuttle bus. All in all, BYD being such a strong company with competitive advantage o
I'm looking at $NVIDIA(NVDA)$ . Bounced back after the deepseek drama. With the new AI funding by Trump administration and new data Centres by $SUPER MICRO COMPUTER INC(SMCI)$ . AI industry continue to look very promising.