Affaire DeepSeek: Un formidable combat s’engage pour maintenir le narrative et soutenir la bulle, c’est existentiel

WHILE $NVDA FALLS 15%, CNBC TODAY:

“Alex Karp of $PLTR Palantir must be laughing today. He’s been saying forever that LLMs are the commodity. It’s what you build on top of that.” pic.twitter.com/fT2iUmIWcO

— amit (@amitisinvesting) January 27, 2025

10 LARGEST DAYS OF MARKET CAP LOSSES

January 27th, 2025 is the largest day ever for $NVDA Nvidia at -$600B in one day.

I think there are two camps:

1.) The narrative is broken on Nvidia.

2.) This is one of the dumbest dips ever.

I bought the dip & think this is excessive. pic.twitter.com/rh1reAdeyV

— amit (@amitisinvesting) January 27, 2025

Jim Cramer last week: “Nvidia could be breaking out”

Nvidia today: down 17%, -$630B single largest loss of market cap pic.twitter.com/IG2QhU8JhV

— Inverse Cramer (@CramerTracker) January 27, 2025

DeepSeek was just a pre-planned narrative for the selloff today. The real cause was Japan raising rates to 0.5% on Friday.

A large move in Japan's 2 year yield would trigger a market reaction due to the Yen carry trade, including a possible emergency rate decision if it rises https://t.co/EDeRMy8mk3 pic.twitter.com/jjo7zlnCzW

— Financelot (@FinanceLancelot) January 27, 2025

Market close: $NVDA: -16.91% | $AAPL: +3.21%

Why is DeepSeek great for Apple?

Here's a breakdown of the chips that can run DeepSeek V3 and R1 on the market now:
NVIDIA H100: 80GB @ 3TB/s, $25,000, $312.50 per GB
AMD MI300X: 192GB @ 5.3TB/s, $20,000, $104.17 per GB
Apple M2… pic.twitter.com/PpnnP2AQMr

— Alex Cheema – e/acc (@alexocheema) January 27, 2025