NVIDIA Corporation (NVDA) News

Doubtful that was the case. Alibaba is another one who has a similar open AI to DeepSeek. Sam Altman made some interesting comments. In so many words, "they dropped the ball. DeepSeek and Nvidia are really two different applications. DeepSeek type products are targeted to specific applications whereas Nvidia is much broader in it's applications. Nvidia is coming out with lower and lower cost AI for computers. What makes DeepSeek so interesting is the fact it's open source meaning their source code is open to utilize. That's a big deal.

If Deep seek was started up to manipulate and short Nvidai . It’s working well. How long will it last? Not looking good

tom's article says the hedge fund which owns deepseek surreptitiously bought 1.5 billion dollars of ai gpu/etc which was used to produce their model. salary alone was/is 1.3 million for some engineers. interesting, it seems mostly nvidia hardware/software used. i wonder if the china pension funds just needed to buy some cheap shares to supply their funds with money making investments? obviously, real estate is takiing a bath in china.

Nviidia Currently again the leader in percentage down as far as the Mag 7. The only other one even close was TSLA. Seems like Nvidia is almost always the biggest loser in down markets. Trump's tariff will have the biggest negative effect on Nvidia and AMD, At the rate Nvidia is falling and institutional selling I don't think anyone can predict the bottom. But at this rate could be in the 80's again. As far as DeepSeek goes, there's Alibaba which is similar and more to come. Comments on DeepSeek are irrelevant. There are more positive articles from reputable sources. I listed my sources but the rest seem to have opinions contrary. All that won't help this stock. It's crashing.

The electronic Trojan Horse 

It is my opinion that DeepSeek will turn out to be the same as the Israelis supplying pagers to Hezbollah

Based on this article, people and companies are putting themselves in harm’s way by using this AI application. I liked the fact that the author thinks DeepSeek understated the cost by hundreds of millions of dollars. My theory is DeepSeek probably only spent $6.5 million but the PRC picked up the other hundreds of millions, which is common with government subsidies in China.

As such, do you think China might spy on their investment?

Hahahaha!

Perfect. I’ll laugh like hell if this is true and everyone “deep sixes” DeepSeek!

https://www.cnbc.com/2025/02/02/why-deleting-chinas-deepseek-ai-may-be-next-for-millions-of-americans.html

We’ll see.

Yes, Nasdaq down already over 500 points. Gold and cash is king for the next few months. Buy the puts for QQQ and SPY and stay with them for the next 6-9 months. Total dumpster fire tomorrow and all this week. NV*DA will lose most probably 30-40 dollars just this week alone

I’m sure the whole stock market will react to the Tarriff news.

Brace for impact tomorrow.

Well, here's the supposed result of the meeting between Trump and Jensen. We'll know on the 18th of February. But if the article is valid come the 18th, more devastation on Nvidia's SP.
https://www.yahoo.com/tech/despite-meeting-nvidia-ceo-trump-230536933.html

I know you meant to state RTX50. The cost of the RTX50 would around $1K which is substantially less than the H or B parts but all the tech publications say the DeepSeek open AI is valid but it is also limited to more specific functions. This is a good comparison between ChatGPT and DeepSeek.
GPT is more general and may not offer the same level of accuracy or understanding in specialized contexts without significant fine-tuning. DeepSeek is tailored to process specific datasets or domains more effectively. It might be better in industry-specific data, such as finance, healthcare, or legal documents.3 days ago

“Suggests institutions may…”
Not exactly solid ground.

Analysts expect $38.04 billion? Where did this come from? Isn’t that about 12% more than forecast?

article says, deepseek used nvidia ptx, hardware, likely training ml, and innovative networking/routing/authentication/ and thinking pauses?

Now some good news regarding RTX
https://www.yahoo.com/tech/most-rtx-50-series-gpus-191602348.html
However their gaming products are around 9% of total revenue According to Q3 results.

THE FAKE PROPPED UP A.I. MARKET IS NOW GOING TO RESET!!!!!!!!!!!!!!!!!!!!!!!!!!!!!SHOULD HAVE BEEN DONE OVER A YEAR AGO!!!!!!!!!!!!!!!!!!!!!!!!!!!THE MARKET WILL PAY BIG TIME!!!!!!!!!!!!!! 50 PERCENT HAIRCUT COMING!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! BLAHAHHAAHAHAHAHA!!!!!!!!!!!!!!! A MARKET RESET MIGHT BE A GOOD THING!!!!!!!!!!!!!!!!!!!!!!!!! MUAHAHAH!!!!!!!!!!!!!!!!!

Another article on DeepSeek but also having companies go to lower cost alternatives.
https://www.yahoo.com/news/tech-war-us-firms-embrace-093000664.html

$NVDA a bearish sign has emerged; a Wyckoff Distribution pattern near all-time highs suggests institutions may be quietly unloading positions ahead of the report
By: TrendSpider | February 2, 2025

• NVDA has declined over 12% in 2025, erasing more than $500 billion in market value. Unlike its tech peers, it has yet to report Q4 earnings, set for February 25. Analysts expect revenue of $38.04 billion (up 84% YoY) and EPS of $0.85 (up 83% YoY), maintaining its impressive growth streak. However, a bearish sign has emerged; a Wyckoff Distribution pattern near all-time highs suggests institutions may be quietly unloading positions ahead of the report.



DiscoverGold

Then peanut gallery explain why Meta will incorporate it in their Llama and why it showed up as the number one download on both Apple and Samsung phones. There is some credibility behind DeepSeek. It is more for specific applications whether it be voice, visual, or whatever. But for Mark Zuckerberg to claim it will be incorporated in Llama gives it some type of credibility. It doesn't accomplish the same thing as a large cuda system and isn't meant to but it does handle much of the single specific applications. MIT Tech Review has also given it some recognition. Following link:
https://www.technologyreview.com/2025/01/31/1110740/how-deepseek-ripped-up-the-ai-playbook-and-why-everyones-going-to-follow-it/
How about Harvard Business Review and a link from them:
https://hbr.org/2025/01/why-deepseek-shouldnt-have-been-a-surprise
I could bring up one or two more credible links but one can't change ignorance no matter what.
Burying one's head in the sand and denying something which works is ignorance and shows ones inability to do in depth research. So deny all you want but there are more DeepSeek type applications coming out and you can deny those also. Has Jensen denied DeepSeek since he had a lot to say about Quantum which didn't have the impact on Nvidia SP as DeepSeek.

$NVDA - The monthly candle is an outside bearish reversal. The last time there was a similar candle was Oct 2018...
By: CyclesFan | February 1, 2025

• $NVDA - The monthly candle is an outside bearish reversal. The last time there was a similar candle was Oct 2018. Unlike in 2018 it didn't close below the 10 month MA. The one before that was in Feb 2017. A close below the 10 MMA will lead to a bear market like 2018 or 2022.



Read Full Story »»»

DiscoverGold

Who really knows? It might actually all be true. But I'm not willing to deep six every other company that has spent billions on AI, because one Chinese company SAYS it has done the same thing for millions. It's not been proven. I also do not trust China. Its government is not to be trusted. I will wait until the claims have been proven beyond a shadow of doubt.

At any rate? NVDA still has the most advanced chip. Even this Chinese company is reportedly using NVDA chips in DeepSeek. (albeit an earlier and cheaper generation).

This will all be revealed in the end. Let the chips fall where they may.

DeepSeek is not to be trusted in their exclamations. Another BS story out of China.

Great read article:https://www.yahoo.com/finance/news/why-silicon-valley-losing-mind-155920747.html

Covers thoughts from Meta (which BTW stated they intend to include DeepSeek in their Llama), Microsoft, and Blackstone. It also restates Alibaba is coming out with something supposedly better than DeepSeek. I would imagine there will be one or two more Chinese companies coming out with something similar to DeepSeek since Chinese companies all share their data. Either way, much more lower cost competition in the AI market place.

minio3 released by openai....the battle for nvidia minisupercomputer ai's is on. 8 patents allow multiple chat apps/generative ai's in an app with programmable apis, they say.

NVDA Nice pullback coming strongest support at $95.75 to $101.1.
Riding NVDS down to $100 gradually 

I think your concern is unwarranted.

There’s plenty of leadership and the AI picture hasn’t completely changed just because one Chinese company has made claims that (at this point) are not entirely proven.

AI future is still bright.

I see the direction of the political/economic news this weekend as one of international import. Not a positive picture.

No more US world leadership like it used to be.

I am aware and trying to be ready for the likelihood that stock markets may reflect/react of what is happening in the US and internationally, as a real challenge . The world now seems to be facing a tough international economic challenge with no leadership.

The unfolding picture is not looking positive for all, let alone for AI technology, at this time.

I won't be surprised if the world and US stock markets reflect to it negatively, in response.

Just a concern on my part. What are your thoughts and views. TIA

Peace & GLTA

risc-v is open source...deepseek said they used open source. did they use nvidia open source gpu/asic for the distillation? so did openai and nvidia already know what was going on?

me: deepseek said they used open source, so did they use nvidia open source gpu/asic's along with the ptx programming and mixture of experts, which sounds like 8x8 enterprise ai /agents ip and nvidia?
it could be a huge pr deal for nvidia''s new desktop supercomputer in april?

deepseeks seems to have used other nvidia ip besides the gpu hardware. "did deepseek use risc-v gpu for it's llm? distillation might be considered a natural extension/evolution of a llm, but they need to make sure they maintain control of the model data/libraries and get paid appropriately?
gemini ai says, "

DeepSeek's recent advancements in large language models (LLMs) do not appear to directly involve RISC-V GPUs. Their primary innovation lies in their efficient training methods and model architecture, not the underlying hardware.

Here's a breakdown of what we know about DeepSeek's technology:

Mixture-of-Experts (MoE) Model: DeepSeek utilizes a Mixture-of-Experts (MoE) architecture for its LLMs. This involves breaking down the model into smaller, specialized "expert" networks that handle different aspects of the task. This approach allows for greater efficiency and scalability compared to traditional monolithic models.  
Efficient Training: DeepSeek has demonstrated impressive efficiency in training its LLMs, achieving comparable performance to leading models like GPT-4 while using significantly less computational resources and training time. This is attributed to their innovative training methods and optimizations.  
PTX Programming: DeepSeek's models are programmed using PTX, a low-level parallel thread execution language developed by NVIDIA. This allows for direct control over GPU operations and further optimization of performance.  
No Mention of RISC-V: There is no public information or announcements suggesting that DeepSeek is using RISC-V GPUs for its LLMs. Their focus seems to be on software and algorithmic optimizations rather than specific hardware platforms.
Potential Future for RISC-V in LLMs:

Open and Customizable: RISC-V's open and customizable nature makes it an attractive option for future AI hardware development. It could potentially enable the creation of specialized AI chips optimized for specific LLM architectures or tasks.  
Growing Ecosystem: The RISC-V ecosystem is rapidly growing, with more companies and research institutions exploring its potential for AI applications.  
Future Collaboration: It's possible that DeepSeek might explore using RISC-V GPUs or collaborating with RISC-V hardware developers in the future to further enhance the performance and efficiency of its LLMs.
Key takeaway:

DeepSeek's current advancements in LLMs are primarily driven by software and algorithmic innovations, not the use of RISC-V GPUs. However, the potential for RISC-V to play a role in future AI hardware development, including for LLMs, is significant, and we might see closer ties between DeepSeek and the RISC-V ecosystem in the years to come.



Sources and related content"
might be they transformed nvidia to opensource as well? for function or for cover of their activities?

$NVDA monthly chart tells the story—multiple upper wicks signal relentless selling and stiff resistance...
By: TrendSpider | February 1, 2025

• $NVDA monthly chart tells the story—multiple upper wicks signal relentless selling and stiff resistance.

This month’s earnings must be the difference maker.



Read Full Story »»»

DiscoverGold

Watched video. Interesting. Is it accurate or not? No one knows at this point. Supposedly from an article I read, DeepSeek has been at this for a number of years (I believe 10 was mentioned). So if that is the case, what was the actual cost leading up to their claim. I'm sure there will be more comments on DeepSeek especially with all the downloads in Iphone and Samsung Android. But those downloads have minimal abilities but may satisfy the user's interests and expectations. The cell phone market is huge and offers a lot of potential revenue especially from the 3 largest cell phone manufacturers (I'm including Huawei as part of the big three and assume they will also offer the download). Just wondering if Nvidia will consider that market. The cell phone is more than a phone and basically a computer with some very good computer capabilities today. I expect something will come out soon on DeepSeek true cost and capabilities sooner than later only because of the attention given. Is this DeepSeek to good to be true? I haven't seen or heard of any actual testing which was negative and most articles have given a positive slant on DeepSeek.

Not that I'm a Jim Cramer fan - not at all. But he does bring up good points. I think it's just another stab at NVDA.

https://www.msn.com/en-us/money/other/jim-cramer-on-the-impact-of-deepseek-on-nvidia/vi-AA1ydbK7?ocid=msedgntp&pc=U531&cvid=d7205443b0284875aef1d271a669c6a5&ei=24

Wall Street analyst Dan Ives says Apple and Nvidia will get an exemption from any of Trump's tariffs.

Another article which is interesting to read:
https://finance.yahoo.com/news/semtech-corporation-smtc-powering-nvidia-015948475.html

Regarding the claims regarding the insufficient funding, Trump said that he doesn’t know but he hopes that they do.
“I don’t know if they do, but you know, they’re putting up the money. The government’s not putting up anything, they’re putting up money. They’re very rich people, so I hope they do”.

That's a strange comment from Trump considering his support for the program.

People and their charts. How accurate have those charts been? They're worthless. Look at the price. Trump even stated Deep Seek was a good thing because it was a savings to do the same thing as more expensive. In the last fireside chat between it was all about Meta and Llama. There was one Nvidia product brought up and that was H100. There was nothing about B200 or Rubin. How many articles lately which indicates companies switching to Blackwell? Think about this. China is 11% of Nvidia's business. That's a lot. Posters on this board say it's inconsequential. Do the may and see how much Nvidia's revenues will be affected if further embargo's are placed on more of Nvidia's chips. I havent seen or heard much of anything lately relating to adoption of Blackwell by additional companies. Most of the latest is about their gaming devices like the 5080 and 5090. I could go on but you need to do some serious research on your own and make up your mind as to whether you stay in or dump.

Obviously something happened since the morning.

Chart is based on what happened already, in the past. But life goes on and the future unfolds as we see, as things change. Guesses base on what happened in the recent past, in case you didn't know that.

May be it was the meeting of Jensen with Trump that may have caused it?

The share price was based on thing that happened before and they are always subject to what happens after. We shall know more about it tomorrow, hopefully.

The future has a mind of its own. Chart projections are guesses based on the past. All and everything is subject of what unfolds as things change and depends how impactful a change it is.

I was surprised as well. But, I listen what the market is doing and trying to convey to us.

We shall see what comes and unfolds ahead and in due time.

What is your understanding?

Did you think events follow what the chart/methodology guesses is always a certainty?

Take care, cheers & GLTY

 
Near term accumulation? Now 7:25 pm Friday evening, volume was >350 million, NVDA shares down > $4 for the day. Where is the double-top breakout?

Today was another big sell off for Nvidia.
Today's Short Volume is 103,672,910, which is 54.77% of today's total reported volume.
Over the past 30 days, the average Short Volume has been 47.88%.
The short sale volume has been rising over the last 50 days. Again a negative sign.

So far it hasn't seemed good for Nvidia. Stock continues to slide. I believe that's all you will hear. Next we'll see if there are more restrictions on Nvidia. Each additional restriction means less revs.

Jensen good meeting with Trump according to the President

From ABC News
https://abcnews.go.com/Technology/wireStory/president-trump-meet-nvidia-ceo-jensen-huang-white-118320967
The Republican president is banking on AI to foster economic growth and draw hundreds of billions of dollars in investments, but he also saw the performance of China’s DeepSeek AI technology as a sign that the technology can be developed more cheaply.
Speaking Monday to House Republicans in Miami, Trump called the DeepSeek news “positive” if it’s accurate because “you won’t be spending as much and you’ll get the same result.”
Trump signed an order on his first day in office last week that said his administration would “identify and eliminate loopholes in existing export controls,” signaling that he might continue and harden Biden’s approach.

So, from what I've read, it seems like a large part of the meeting could be about further limiting Nvidia's product to China which would have a definite impact on sales. This would mean another cut in Nvidia's revs. Of course you won't hear anything from Jensen.

So people can come up with all kinds of hype but the SP tells the story and not some wishful thinking.

The whole idea of DeepSeek being a benefit to Nvidia's business isn't reflected in the stock trend. The market isn't buying it. Neither are the funds and institutions with them continuing to lower the shares they hold. Institutions are currently showing hold 66% of Nvidia's stock. I'm going to assume that has dropped due to the recent selling from institutions. With over 24B shares outstanding, Nvidia can hardly afford institutions continuing their reduction. There's not enough retail buying to cover any further selling. Also the amount of money Nvidia has authorized as buyback hardly makes a dent in the shares outstanding.

Next China according to last report is about 11% of Nvidia's revenue. That makes them one of the top 3 or so customers. But with potentially more restrictions being placed, there is concern.

DeepSeek is a concern (at least that's what the market thinks (proven by decline in SP). The latest fireside chat between Jensen and Mark appeared to be nothing more than stroking each others ego. What was continually mentioned was the H100 and how Meta new platforms would/could lead to much more utilization for people to have access to more AI applications. So basically this fireside chat along with their Q/K vaulted Meta to new 52 week highs but certainly had zero affect on Nvidia. But Jensen did use his leather jacket in an analogy (whoop).

The people who are making money from Nvidia are the traders and options players and currently that's it. Morgan Stanley has lowered their target on Nvidia SP. They have also been one of the major sellers of Nvidia in order to reduce their holdings. What's neede is relevent information and not hype and certainly not comments like DeepSeek will only help Nvidia because the market isn'lt buying that. Jensen is not one for giving out much relevant information that would encourage traders, institutions, or funds. Thiis has been proven after his last Q conference and his CES opening presentation since the stock declined after each one. Over the last week I'd say there's been more trading and less retail buying and holding.

Makes sense and explains the heavy churning. Thnx

Nvidia share price Double Top Breakout on 31-Jan-2025. GLTA

PS: Momentum for NVDA is improving. The 14-period Slow Stochastic Oscillator is rising as investors begin to purchase shares. Today's volume is in-line with the norm for this point in the day, with 199,439,952 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders. As of 12:57 PM ET Friday, 01/31/2025

even with accusations of use of distillation modeling, deepseek's use of optimizing model performance at the time of use with cpaas intelligence seems to be important to all of their supporters and detractors.

NVDA IS SO OVER!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! MUHAAAAAAAHAHAHAHAHAHAHAHAHAHAHAHAH!!!!!!!!!!!!!!!!!!!!!!!!!!!!!