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Good Alexander explains why buying NVIDIA at these valuations is a terrible bet when the downside in US tech is extremely high.
"The two best stocks in China, Huawei and DeepSeek, are private. I can't even buy them. So investors flock to Nvidia, which is now pretty expensive."
So does this mean that the Democrats are returning to power in the USA and one of their first agendas…
So does this mean that the Democrats are returning to power in the USA and one of their first agendas is to slow down the advances of American AI companies themselves? Liang Wenfeng, CEO of DeepSeek, sad about this:
Remember when everyone was freaking out about DeepSeek?
Only Italy actually banned it. To all my Italian friends, is this ban actually enforced?
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