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Hur, hur, folks will speak about "DeepSeek won't let me talk about June 3rd, 1989"

That's not really the point nor why investors are bailing.

Investors are popping bubbles mostly because they already knew nVidia and the AI craze was overvalued. There just wasn't a hard case for making the short sell.

That's where DeepSeek comes in, not because of what they offer, but because of how they did it. nVidia has posed the market that the ONLY means towards the "bright AI future™" is via their advanced chips. Chips mind you, that China does not have access to.

Well guess who has a pretty advanced model for a country that's not supposed to have the chips to do that? So one of two things is going on AND it plays well to our AI short sellers.

1. China is indeed somehow getting those chips even though they aren't supposed to, which means vendors like Apple, Microsoft, Oracle, etc have Chinese competition and that went so well for American companies last time they had to compete with China.
2. nVidia is a big fibber, and we don't actually need their super deluxe chips to get advanced models, meaning team green is overpricing their hardware.

It's one of these two situations and it's THAT, that had investors finally getting that sweet, sweet orgasm of calling bullshit on a market leader. Now the science is still out here. DeepSeek put out a lot of information and open sourced their code on how they went about building their LLM. So, science doing what science does best, there should be some repeatability to what DeepSeek did. And there's plenty of folks around who have the setup to attempt it. So eventually we should see SeepDeek soon enough or whatever.

So if we start seeing SeepDeek, Zuckerbot 5000, and so on. Then it's number two that's likely true, which means nVidia is going to be hurting. Now if we don't see any of that coming out, well then arrows start to point to number one. nVidia isn't hurting too much, but boy oh boy will the vendors not like seeing some of that inventory going to people it shouldn't be going to. If there's one thing American Companies hate, it's competition when there shouldn't be any.

That's the thing with FeepPeaks here. It isn't that your social credit score will hit the hunny pot for dear leader Xi Jinpoobear. It's that someone has successfully given the required red meat to the autist that have been chomping at the bit to short the fuck out of team greenbacks. That's the bigger story here. It's that sly pandering to the retards of WSB to do what they do best in spite of the recent "US superiority for meme coins and Presidential rug pulls."

Now in the end if number two does pull true, it's a game changer for how nVidia was planing to do this "AI will suck your fucking dick if you buy the top shelf silicon". What DeepSeek does isn't a golden goose here, it's still a bit slower than <>, what it does do is get the job done for about the same number of kilowatts coming into your setup.

Put another way, nVidia's top tier card gives you the full service, cups the balls, gentle humming, no teeth, all the way to the base. The "Shit we Sell to the Chinese™", is like the person who spits in their hand once and tries to get the job for the friend done as fast as possible like they were trying to break up asphalt on the Interstate with a jackhammer on cocaine. DeepSeek just showed that you can get the Chinese Bullshit to lick the balls a bit, get some actual stroking in, and use actual lubricant. Still not the full service, but vastly better that the hawk tauh that nVidia was telling folks the bottom tier would get them, which nobody was really liking the idea of.

That's what DeeperPeaks here is putting forward. It isn't a final product, it's a method, a method for others to build on to take on all those vendors out there telling you that their fancy five star Swedish call girl from nVidia powers their advanced fancy you cannot live without AI model. DeepReeks is telling you that the bottom tier is that nerdy girl from all those 90s movies that if you just let her hair down and take off her glasses, well suddenly you've got a hottie. Yeah, she's still awkward as fuck, but not awkward in that way where she gives you a "Roman salute", so you might get your lemonade stand LLM model to actually make you some cash.

That's the thing here, not the lack of squishy Chinese people from the late 1980s. If you want you too can build one using MeekPeeks that tells you everything about tanks and the human body's inability to carry one.