102184796 OP 陈朙 : It is very unlikely to be assassinated, after all, Lao Ma is too high-profile in his actions, and with Lao Te wanting to find an excuse to create trouble, it has resulted in no one daring to move against Lao Ma for the time being.

102184796 : China's deepseek does have an impact, but it only proves that efficient AI can also achieve algorithm efficiency through software optimization, without proving that the basic algorithms of hardware are worthless, after all, deepseek also uses Nvidia's chip, although it is an older generation chip, but still cannot avoid CUDA for now.
A decline is inevitable with any high position correction; personally, I believe this may be an opportunity.

102184796 川姥爷 OP : Not necessarily, after all, human desires are limitless, and will only want to be faster than now.
Personally, I believe that nvda is still not in danger for the time being, after all, deepseek still cannot avoid nvda's CUDA. Unless a chip company emerges that can compete with nvda and also has a globally recognized graphics card computing power language cluster module, otherwise CUDA is still nvda's strongest moat.

102184796 OP 72585380 : Assuming the latest chips from NVDA are equipped with deep seek's computing power optimization, what would the results be like? After all, deep seek is currently using NVDA's old-generation computing power chips, still unable to circumvent CUDA for now, only proving that software optimization is also an effective way to increase AI efficiency. And there is no end to Technology, the higher and faster the computing power and optimization, the better.

102184796 Mustbe : Not only Technology and AI require a large amount of electricity, but industrial electricity also plays a significant role.
The main reason for being Bullish on power stocks is due to Trump's future policy focusing on the industrial reshoring policy.

102184796 : There is still a lot of room for growth, and at the same time, there is no limit to the decline. After all, it is closely related to AI. There are still some technologies that cannot be replaced in a short period of time. If you are over 40, you need to pay close attention