Tom lee: this market selloff may be short-lived.
Tom Lee compares today's crash to Liberation Day and DeepSeek. Here are the stocks Tom Lee is bullish on for potential 5x gains in the short term： 1. $AMD
$NBIS just squeezed another 1.13% of training throughput out of 192 $NVDA B300 GPUs running DeepSeek V3 with a single software adjustment.
Obviously this might sound small but when you're operating thousands of GPUs even incremental efficiency gains matter and I think next phase
The fun part: DeepSeek Flash curated by Opus.
Opus writes no code, it sets the task stage by stage (cutout → pixels → scene → animation), checks images, sends fixes. clean cutout on the 2nd try, all per spec. 39 min. cost: $0.23 DeepSeek + ~$2.30 Opus curating (API prices)
You have reached the end of the archive
All of deepseek