Article by Venture Beat says deep seek cost 3% of the cost of Open AI and produced comparable results.. I would call that quite cheap in comparison!!....https://venturebeat.com/ai/deepseek-...3-of-the-cost/
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Article by Venture Beat says deep seek cost 3% of the cost of Open AI and produced comparable results.. I would call that quite cheap in comparison!!....https://venturebeat.com/ai/deepseek-...3-of-the-cost/
Also.. Another informative article...https://www.theguardian.com/business...ch-stocks-fall
The initial investment in the deepseek product doesn’t really matter. Maybe it was state sponsored. Shale oil production was largely funded by government investment. China has a state goal to lead in AI.
That said. Right after the market closed Friday the “news” about deepseek was all over news feeds. Probably nefarious at some level
I saw that Pelosi got out of Nvidia last week, what a coincidence!
I read that TSLA is ‘a trillion and a half dollar meme coin’
fact?
This guy is real AF. He will probably mysteriously hang himself.
This is all anyone needs to know. Also none cares
https://youtu.be/m6lObdE3s10?si=NfE6gmS3jP6E2q6g
Hard to argue with that when they're #14 in worldwide sales volume yet trading at a valuation higher than #1-13 combined, and 5x higher than #1 Toyota.Quote:
Originally Posted by shroom
I always circle back to this when I look at their trading price. With their profit margin on cars, I don't think you could justify it if you forced every US car buyer to have a Tesla. Nor do I think their IP or infrastructure is so remarkable that long term licensing or a take over would ever make sense. If someone can try to make the case where some future/potential market conditions justify their valuation beyond meme-ishness, that'd be great.Quote:
Originally Posted by bfree
Private energy company ^
Am probably a bit late to this but DeepSeek is very real. It's a good use of open source AIQuote:
Originally Posted by JimmyCarter
I probably should have said psyop, as it was more about the relative dollar spendQuote:
Originally Posted by LeeLau
How are mags redeploying your investments and what is your outlook and timeframe?
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</p>Quote:
Originally Posted by summit
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Timeframe- indefinite</p>
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Redeployment moves- none, other than usual rebalancing.</p>
<p>
Outlook- I have no idea what will happen. I think staying invested and not trying to time shit is the best move. If I had to make a prediction, I think that inflation is going to be sticky or even rise because of tarriffs. I think the Fed will be forced by the Trump administration to keep rates lower than they should be in the face of sticky or rising inflation in order to pump the economy and the stock market, which may lead to stagflation. There is no adult in the room. There is no Paul Volcker. Gotta stay invested and hold assets in that kind of environment, and it is best to stay invested in any environment. </p>
It always is, assuming your risk profile hasn't changed.Quote:
I think staying invested and not trying to time shit is the best move.
I mean, it’s literally insane to not be invested at this point. the world now runs on this premise of creating wealth without working. working for money will only leave you behind.
we used the facade of public companies to make this seem reasonable for a long time, but the meme coins should make this more apparent.
worded another way, to me, future growth assumption is already priced in to our lives.
Yeah, TSLA is a meme stock. From JP Morgan: TSLA Shares Somehow +5% After 38% EBIT Miss on Lowest Margin in Years as +20-30% 2025 Deliveries Outlook Revised to 'Return to Growth' But Expect Fundamentals to Eventually MatterIt's not clear to us why Tesla shares traded as much as +5% higher in the aftermarket Wednesday, although we have some leading theories. Perhaps it was management's statement that it had identified an achievable path to becoming worth more than the world's five most valuable companies taken together (i.e., more than the $14.8 trillion combined market capitalizations of Apple, Microsoft, NVIDIA, Amazon, & Alphabet). Or maybe it was management's belief that just one of its products has by itself the potential to generate "north of $10 trillion in revenue". It may have even related to management guidance for 2026 (no financial targets were provided, but it was said to be "epic*) and for 2027 and 2028 ("ridiculously good").What does seem clear is that the move higher in Tesla shares bore no relation whatsoever to the company's financial performance in the quarter just completed or to its outlook for growth in the coming year.
I am very conservative as far as stocks are concerned and sold 50% to cash at the beginning of the month. I honestly don't see this ending well with dumpy burning shit down, so we'll see.
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^ flaming idiot. Good thing you don't let your emotions get in the way. Die.
Life circumstances had me cashing out of 1/3 of my portfolio. I didn’t want to do it, but. Turned out to be not too bad, I sold off my AMZN, AAPL, and AMD, sold them all off on mostly highs (by dumb luck). Sold all my XOM, OKE, and half my EPD. I had a lot of EPD and sold it off via calls, collected some cash running short term OOTM calls before I had to bite the bullet and have them assigned.
I’m still putting every spare dollar I come across into the market. Trump isn’t going to burn it down, he’s going to give free reign to big business. I don’t like it, but as long as he’s going to do it I figure I may as well get my piece.
Good work Bob. I'm of the same mind as you. Like it or not Trump is good for those who have money to deployQuote:
Originally Posted by BobMc
I think there will be a lot of unintended consequences. Trump has never shown he has more than an inch-deep understanding of the issues.
That said, I do think the misguided euphoria will last about a year.
Best case IMO, but I am very pessimistic.
A sinking ship lifts all tides.
My crystal ball sees troubled waters with no life rafts.
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The Trump playbook will be deregulation, corporate tax cuts (or at least talking about them) and a fuck ton of deficit spending. I think there will be a boom until the wheels fall off