markets are a little scared today to me it’s overreaction I mean natgate decline is the worst since listed and we know that that ended up being a huge opportunity for investor. even thought this one day is painful I do think markets tend to overreact and again unless we are on the cusp of recession, this pull back is gonna prove to be a buying opportunity as well.

Deepseek copied from OpenAi and Grok.
They also hid cost of h100 chips.
Now south china news post they cracked low end Nvidia GPU algorithm to accelerate it 800 times faster.
It's becoming too obvious now, China purposely sabotaging Nvidia. They're bullshiting.

只有竞争对手最了解，行业的未来

Nvidia暴跌17％ 英特尔前CEO狂捡便宜
前英特尔（Intel）总执行长季辛格（Pat Gelsinger）认为，运算需求永远不会减少，科技巨擘对高效能处理器的需求仍将持续，他还趁股价下跌增持AI相关股票。
季辛格在人资社群媒体领英（LinkedIn）上发文指出，市场对DeepSeek突破反应过度了，他认为降低运算成本反而会扩大市场，而非缩小，就像个人电脑和行动设备的普及一样：“AI成本降低将带来更多应用与更广泛采用，市场反应是错误的。”他还强调，自己趁股价下跌增持AI相关股票。

特朗普总统昨天将在白宫会见英伟达首席执行官黄仁勋

川普：「他（NVIDIA 執行長黃仁勳)是一位紳士，我之前沒見過他，他是晶片界的大人物，我目前不能確定未來會如何，我們今天會面的過程相當不錯，不過我們最終會對晶片課徵關稅。我們也會對石油和天然氣徵收關稅預計在2月18日執行，也將對鋼鐵、鋁，最終還有銅徵收關稅。」

黃仁勳可能要加碼投資美國創造更多就業機會來試著打動川普，不然Nvidia就可能要把關稅吃下來

（纽约1日讯）华尔街万众聚焦英伟达的股票，鉴于其左右大盘的能力，然而该股又一次跌破关键支撑水平，技术分析师如今只能苦苦期盼这家芯片制造巨头能有重拾升势的迹象。

该股周五一度上涨2.6%，收复本周的部分失地，但随着特朗普对坚持关税政策，这家备受瞩目的芯片股最终返跌，下挫了3.7%。

DeepSeek的人工智能模型可以跟OpenAI和Meta Platforms的模型媲美，而且所用芯片是更便宜、更老版的英伟达芯片，这导致英伟达这段时间的惨跌，蒸发市值规模创美国股市史上最大。

目前该股较去年创下的纪录高点低约15%，徘徊在200日移动均线附近 —— 对技术分析师来说，这是衡量股票动能的关键指标。英伟达周一跌破这一关键水平之后，过去三个交易日均收在该水平之上，但周五再次跌破。

交易员希望英伟达能先稳固在这个关键支撑位上，这被认为是摆脱DeepSeek的抛售并再次迈向历史新高的迹象。可如今，跌破该水平可能意味着未来还有进一步的下行空间

Deepseek backup plan is using China chip with better quality of Nvidia chip .( even still continue using Nvidia chip but only with 10% qty) mean Nvidia demand will drop seriously.it will be worse while Trump going to enforce custom tax.Any impact to Nationgate and Inari future?

Huawei Ascend 910
Process Node : 7nm
Compute Power : Up to 256 TFLOPS (FP16)
Memory : 32GB HBM2e
Memory Bandwidth : 900GB/s

NVIDIA H100
Process Node : 4nm
Compute Power : Up to 1,979 TFLOPS (FP16 Tensor Core)
Memory : 80GB HBM3
Memory Bandwidth : 3TB/s

we've been correcting now for almost a month, right?
23 trading days and this Wednesday is an important day because it is a possible turning point for markets.
And I would like to see CPI come in below, you know, 0.25 or so.
And I think that would give that of confidence for markets on top of, I think earnings, which is going to be a positive catalyst.
But for investors in the near term, I think they got to ride out the volatility because I think yields here have have made people nervous, not necessarily deteriritate the long-term outlook, but near term.三千哥果然懂.

if Trump didn't u turn on custom tax,market wouldn't rebound today.
once gold brick country start not using US money. mean less export to US.中国萬岁。let's wait and see how DeeoSeek going to release 2nd BOM to the share market and shaking those billionaire status go to out of 50 ranking (instead of 10)

聽你呼吸裏的傷
聽你心跳裏的狂
聽你懷抱的暖蔓延過山崗
聽你眼睛裏的光
聽愛在耳畔發燙
聽我們在心牆的兩邊刻滿
地老天荒