Some thoughts on DeepSeek- The Black Swan for MAG7 or something else ?
For various reasons, I was able to spend much more time on this topic since Sunday than I would usually have. On Sunday morning, the topic somehow picked my interested and I have been trying to understand as a Non-Expert what is going on here.
For full disclosure: I have no positions in any of the MAG7 stocks, but that might make me equally biased than someone who has mortgaged his family home to invest in NVDIA.
On Sunday Morning, I initially used mostly Twitter, but during the day this was overflooded with MAGA Crap. Twitter is still a good place at an early stage for “virally developing situations”, bit it gets washed with (AI written) turd pretty quickly.
The DeepSeek topic is interesting on many dimensions. Here are some facts (taken from Wikipedia, but confirmed by other sources):
value and opportunity 