This Is What Risk Looks Like -- Deepseek
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- Опубликовано: 4 фев 2025
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In this special episode, Jeff and Jason from @InvestingUnscripted discuss the recent AI market shakeup with Chip Stock Investors, Nick and Kasey Rossolillo. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio. They also touch on the short-term vs. long-term outlook for companies like NVIDIA and the broader semiconductor industry.
Chapters:
01:49 Market Reactions and AI Impact
03:35 DeepSeek and AI Market Uncertainty
06:11 DeepSeek's Technological Impact
10:34 Big Tech's AI Investments
17:06 NVIDIA and Cloud Computing
27:17 The Evolution of Search Algorithms
28:14 Understanding Jevons Paradox in Technology
30:05 Real-World Examples of Technological Paradoxes
33:05 Market Reactions to AI Innovations
34:09 The Importance of Diversified Portfolios
42:08 The Future of AI and AGI
49:08 Long-Term Investment Strategies in AI
Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
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Nick and Kasey own shares of
Nice collab!
Great collab. Broadcom has their Enterprise Software and the VMWare divisions. I can see them starting offerring all kinds of AI features to their software on top of their XPUs. I mention this, cause everyone talks Palantir, Sales Force, etc.. somehow Broadcom seems to not be counted in any software discussion, where they proved so many times to be very good at reading where the "puck is going". Thoughts?
We think Broadcom software is great, we did a whole episode on it last year!
@@chipstockinvestor Thanks! Yep. I remember that episode. I try not to miss any video and certainly not on Broadcom which is my biggest holdings. I agree I think Broadcom Software may end up being yet another engine of growth for them. Somehow, other than here in your channel I barely ever hear anyone mentions Broadcom Software. Maybe it'll change at some point once VMWare is entirely integrated.
Hey! It feels like a Motley Fool reunion! I know that guy
Reunion + Kasey, so in our opinion, even better than ever!
Did they create Deepseek in a Wuhan laboratory, i don’t discard it😂
Love those guys ❤ but you are ok , promise 😅👍
Jeff is great, Jason is meh... 😂😉
😂😂😂
Relax Casey! Ya look too stressed
Lol, if I had a dollar for every time someone told me that...
@@chipstockinvestor maybe you should have open the box of wine :)
Do you guys have any children?