stacksatsio on Nostr: It’s beginning to dawn on people that DeepSeek’s announcement completely ...
It’s beginning to dawn on people that DeepSeek’s announcement completely undermines the basis of the US stock market which means, the US economy has no clothes.
Assets in red will suffer the most from this. Yellow should be neutral, and there’s only one top 20 asset in Green which will benefit from it - #Bitcoin.
Real Estate it could be argued is yellow but if AI does succeed (regardless of origins) then kiss Commercial Real Estate goodbye. Apple could be red and will suffer from the market tanking but they’re nowhere near as exposed as other tech.
Where is all that liquidity in NVDA, MSFT, AMZN, GOOG & META going to go?.. 🧐
Assets in red will suffer the most from this. Yellow should be neutral, and there’s only one top 20 asset in Green which will benefit from it - #Bitcoin.
Real Estate it could be argued is yellow but if AI does succeed (regardless of origins) then kiss Commercial Real Estate goodbye. Apple could be red and will suffer from the market tanking but they’re nowhere near as exposed as other tech.
Where is all that liquidity in NVDA, MSFT, AMZN, GOOG & META going to go?.. 🧐
quoting note1p42…39hwThis is so funny 😂
OpenAI was just part of a $500 Billion announcement with Masa Son from SoftBank - money they *clearly* don’t have - for some ridiculous infrastructure buildout to progress AI / align themselves with Trump.
The day prior, a bunch of Chinese dudes open-sourced a model which is on par with OpenAI’s newest and best LLM which costs 3% of ChatGPT or can be downloaded and run locally for free.
All these American hopes being pinned on AI being this new amazing industry and productivity engine have been completely undermined by some dudes in a basement who are subject to sanctions on GPUs.
The US is so fukt, the only question is how long Trump can maintain the confidence game before things fall apart outside of anyone’s control.note1gwc…k2ec