To The Moon

DeepSeek shook the semiconductor industry and the stock market with the release of its R1 reasoning model. R1 matched top-tier models like OpenAI’s o1, yet it was reportedly trained for a fraction of the cost, around $6 million.The good news is that AI stocks recovered, and then some. They surged to record highs as Western models kept improving and held their lead, quashing fears that cheaper Chinese models could catch up. For a while, that justified the massive capital expenditure the West had committed to. Most AI models are judged on how well they answer a question, write a Python script, or pass an exam. Chip design is a different beast. It is a gruelling, multi-step engineering process. By completing all of it autonomously over 48 hours with no human intervention, Impressive as it is,

DeepSeek shook the semiconductor industry and the stock market with the release of its R1 reasoning model. R1 matched top-tier models like OpenAI’s o1, yet it was reportedly trained for a fraction of the cost, around $6 million.The good news is that AI stocks recovered, and then some. They surged to record highs as Western models kept improving and held their lead, quashing fears that cheaper Chinese models could catch up. For a while, that justified the massive capital expenditure the West had committed to. Most AI models are judged on how well they answer a question, write a Python script, or pass an exam. Chip design is a different beast. It is a gruelling, multi-step engineering process. By completing all of it autonomously over 48 hours with no human intervention, Impressive as it is,