The Alibaba & DeepSeek "FOMO"
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- Опубликовано: 10 фев 2025
- Substack (My thoughts, whenever I write): taychikeng.sub...
Articles referenced:
DeepSeek Model & Training: medium.com/@ta....
Ali Chatbot: aibusiness.com...
Ali NLP Reviews: www.alibabaclo...
Ali Shopping Experience: www.alibabagro...
Qwen Update: www.amitysolut...
DeepSeek is just the beginning... more to come
Everybody going crazy about DeepSeek but I am just a chill guy who invests in Index ETFs.
Could you offer a solid resource for someone who is just starting out in the stock market that describes the various investing vehicles, such as "index ETFs"? I have 50k to invest, but I do not know anything yet.
Having an investment advsor is the best approach to the market especially for a newbie like you. I was going solo without much success until my husband introduced me to an advsor. I've achieved over 80% capital growth since Q3 last year, excluding dividends. So i will advise you get one as well.
Could you recommend who you work with? I really could use some help at this moment please.
GRACE VERONICA DEIGHAN is the CFA I work with and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon.
I am officially up on my Alibaba investment after 2.5 years of bagholding.
lol was bag holding for 2-3 years and i pulled out 2 week before, just before the deepseek hype lol
Being a good investor is enjoying watching paint dry. Plus being happy every time the stock goes on sale. There’s been a lot of sales with baba the past few years.
@@kastochan will you buy some more now?
Qwen is very good and Alibaba deserves the price increase but it is Deepseek that will be remembered
I am personally using the Qwen 2.5 to generate the Ansible playbook and installation guides for redhat openshift cluster airgap environment steps, better layout and accuracy comparing to OpenAI layout presentation
Great video
Thanks my friend..
Fuck YEAH love the starts of this video!
Real test comes next week when the Hong Kong Stock Exchange reopens after CNY. If Chinese investors, typically more conservative than Americans, sell off their overbought October positions.
Also earnings call is next week, with their selloff of two companies in their portfolio, hmm. 🤔
I would agree with what is being said on the tweet on 6:55. But you have to take into account that the lv of intelligence a AI model get is not linear compared to the compute power, but asymptotic. With deepseek, it may mean that companies stop investing so much on nvidia chips and so on, in order to get the same result as before. That's why i think deepseek breakthrough is bear to nvidia. IMO, the market overreacted but yeah.
If DeepSeek is for real, then that should be catastrophic for NVDA share price, which was the precise reason why it fell so much in one day. If they are a "fraud" like the competitors allege, then NVDA will keep growing until somebody else builds a reasonable alternative.
Jai Hind. I am still an ALI bull in the long term. Ali is the number cloud provider in China And, Jack Ma can also use Owen AI to enhance Ali and Ants earnings,
To the Mars my boy!
isnt baidu also in the ai space with their ernie bot?
Do you think Kuaishou is a direct comparable to Bytedance?
I like it and it is listed
Alibaba all the way
My thoughts .. Big tech like meta Amazon etc share prices move up on news of AI incorporation or even capex spent on them.. outcome from AI not needed for now. For baba it’s the reverse, regardless of AI integration, show me the outcome from such application first
The "new investors" crying over market losses in the Chinese market are the types who would spend hours sitting in front of a slot machine.
Jealous....😂😂😂😂😂😂😂😂
I always heard people some ppl quoted that for example let's say stock A is only 3x valuation, stock B is 30x valuation, hence stock A is value stock and has high potential. But if stock A has been 3x valuation for let's say 8 years, why do one will think that the value stock will suddenly go up to 10x or 30x if no fundamental change or interesting development in the pipeline. Anyway, I am not single out Alibaba as I do not understand well enough on China stock. To me, a value stock is something that current analysis has not factor in the future potential as it has risk to realize, e.g. Tesla. All stock where valuation already factor in whether it is 3x or 10x, they are not value stock anymore.
To me when facebook has all the court case in 2018 and 2019 and price stock drop significantly, and if one can see that it won't hurt facebook in long run, then facebook is also a value stock at that time
A value stock is a stock that is trading below the total value of future cash flow from now until judgement day, discounted back to today. By a decent margin of safety. Some businesses are easier to estimate future cash flows than others. E.g. Tesla is way harder than Costco. Sooner or later the value will materialize if the assumptions are correct.
Let's say there are 2 similar companies with similar profits, growth, etc. A is valued at 3x PE, B is valued at 30x PE. Assuming there will be no change in PE multiples, the returns of A will outpace the returns of B in the long term because A can give out more dividends per share or buyback more shares every year. A stock like Tesla trading at 100+ fwd PE basically has immaterial dividend or share buyback policy because it doesn't make enough profits.
Buying a stock is like buying a piece of the business. PE is not the sole consideration, but it is still a very important factor.
Well said, kind of help me understanding different perspective on this topic
China already manufacture 7nm AI chips. Huawei, Alibaba, Baidu, Tencent make this chips
A company we know nothing about all of sudden causes a market crash?! Nah, smells like BS.
why dont you pick Micron?
because its not a clear monopoly unlike Nvidia or TSMC. Micron has to fight with SK Hynix and samsung. they don't make majority of the memory chips and doesn't have an equivalent 'node' advantage that TSMC enjoys over competitors.
lol the first 3 seconds surprised me
Oops, I've had another intro filmed, but I decided to go with this one instead 😅
DeepSeek DeepSeek I SickSeep 🤢
Deepseek(China) VS Deepshit(Uncle Sam)😮
do u read off a script? or you just talk?
I follow AI closely and the only person in my feed talking about Alibaba AI is you.
Hi Tay. In regards to the risk of the VIE structure one day being deemed as invalid by the CCP & all our Chinese shares are confiscated/stolen.... Because you have Singaporean citizenship (and Chinese ethnicity) but not Chinese citizenship, does that mean that you will be protected in this situation? or will you be in the same boat as Westerners who own Chinese stocks through the VIE structure?
What kind of question is this….. 😅
huge misunderstandings on CCP lol, CCP is a bunch of Elites, not duxb axs😅😅
Above 102 bullish