Fuck Nvidia: Stock Exchange Edition

https://lemm.ee/post/53947898

Fuck Nvidia: Stock Exchange Edition - lemm.ee

Credits to basil-squared from r/AyyMD

Kinda seems like a huge mistake to devaluate nvidia because of deepseek. Deepseek has proven that LLMs can be run much more cheaply than previously thought, the nvidia cards can now do much more than previously thought possible. What am I missing?
The thing is Nvidia hardware is in such high demand it won’t really matter. There is way more demand than there is manufacturing capacity.