UnHerd’s Post

Chinese AI start-up DeepSeek sent shockwaves through global tech stocks on Monday, causing Nasdaq futures in Japan to dip more than 3%, sparking concerns among market players about US technological dominance. Read more @ https://lnkd.in/e_YD_U9m

"Today, the US stock market quickly confirmed our view that DeepSeek is a positive for the proliferation of AI, which should boost productivity and economic growth, especially in the US."

Efficiency always wins, especially at scale. This weekend we learned that China’s really smart people are better at writing more efficient code that takes less processing power than the America’s really smart people. And for that, our powerful tech stocks are going to drop in value in today’s stock market. The lesson is the same no matter what we do. There will always be someone better, stronger, or smarter than you…. And if you are the best, it’s hard to stay there for long periods of time. https://lnkd.in/gBQX23tJ

The volatility of the petroleum market doesn’t hold a candle to the AI (technically a pseudo-NFT) market. When AI models prove to actually make a breakthrough, and not simply hasten an economy that has already outpaced the bio capabilities of humans, then I’ll bite. Until then, I’ll keep my money in tangible energy. Welcome to the newest era of “pump and dump” investing.

Equities, led by tech stocks, sold off across the board yesterday. The trigger was the shockwave created by DeepSeek, a “Made in China” AI model that appears to be comparable to or better than leading American LLMs created at a fraction of the cost. For #RockefellerGlobalFamilyOffice #CIO Jimmy Chang it raises many unsettling questions on the #AI race, level of U.S. Big Tech aggressive capital spending, commoditization of the industry, and demand for AI hardware and infrastructure. Read Jimmy’s latest Flash Market Update – A Sputnik Moment – to learn more about his initial thoughts on these developments. #RockefellerCapitalManagement #LinkerHodgesWealthPartners #WealthManagement #FinancialPlanning #UniquelyRockefeller

Stock market in freefall after China released the new AI platform DeepSeek $1 trillion wiped out as Nasdaq plunges 4% amid growing panic that China is winning the AI race, Nvidia down 13%.

Is AI a bubble? This may be the MOST important question confronting markets right now. There are many parallels to the late 1990s tech boom, but also many differences. We explain where we see risk and opportunity, including 4 stock picks. ⬇️ https://lnkd.in/eM6eWJa9

Global AI shockwaves! 🌏 China’s DeepSeek AI has triggered a massive sell-off in AI-linked stocks worldwide. The U.S. stock market faced a staggering $1 trillion loss in value today! Investors are seeking safer havens as this “discount AI model” shakes the industry. Is this the beginning of a major shift in AI dominance? Or just a temporary market overreaction? #AIRevolution #StockMarketCrash #DeepSeek #Technology #Investing China's DeepSeek prompts global sell-off in AI-linked stocks - https://lnkd.in/dgktaV8s

🗞️ 🤖 The Nasdaq futures slump and the fear of losing dominance of US tech firms due to recent news and updates on AI from China DeepSeek AI are merely an irrational response from Western markets; . Firstly, the market knows perfectly well that China has been working on AI with massive investments. . Secondly, the AI market is, and will continue to be, extremely large, allowing for business opportunities and growth for all nations, as it will involve immense numbers and impact every aspect of human life with the adoption of AI. As usual, the US market reacts by buying the rumors and selling the news. #AI #alternative #financialmarket ThePlatform Virgil Alternative Investments UK Ltd VA Capital Holding https://lnkd.in/dFzfB2Ag

Following the emergence of Chinese AI DeepSeek, a reported $1tn has been wiped off US markets in the rush to offload American tech stock. Underscoring the volatility of the US stock market, particularly in sectors driven by innovation, yesterday’s panicked sell-off shows just how sensitive the market is to sudden shifts in investor sentiment. https://lnkd.in/eCUYU3fd