This Is What Risk Looks Like -- Deepseek (Special Episode With Investing Unscripted)
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- เผยแพร่เมื่อ 10 ก.พ. 2025
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In this special episode, Jeff and Jason from @InvestingUnscripted discuss the recent AI market shakeup with Chip Stock Investors, Nick and Kasey Rossolillo. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio. They also touch on the short-term vs. long-term outlook for companies like NVIDIA and the broader semiconductor industry.
Chapters:
01:49 Market Reactions and AI Impact
03:35 DeepSeek and AI Market Uncertainty
06:11 DeepSeek's Technological Impact
10:34 Big Tech's AI Investments
17:06 NVIDIA and Cloud Computing
27:17 The Evolution of Search Algorithms
28:14 Understanding Jevons Paradox in Technology
30:05 Real-World Examples of Technological Paradoxes
33:05 Market Reactions to AI Innovations
34:09 The Importance of Diversified Portfolios
42:08 The Future of AI and AGI
49:08 Long-Term Investment Strategies in AI
Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
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Nick and Kasey own shares of Nvidia
Superb show! Nick and Kasey spitting hot dragon fire!!🔥
Key lesson- don't put all your eggs in one basket- i.e. NVDA and other high flyers. You never know when undercutting news will blow up or tarnish the golden stock of the hour's "story!"
Nice collab!
thanks!
You only need 4 high flying stocks in your portfolio! Just kidding.
Had a chance to listen to the whole episode. Great content. Covering all points we discussed in semi insider.
A little preview for everyone else! Been a fun couple of weeks, huh?
This to me, means DATA creation and storage will explode. Pure Storage is the best way to play all of this hype. I think long term bull case it can get revenues above 15-20 billion+ That tidal wave of money is not priced into the stock despite how expensive it is now. Thoughts?
Chips about vr or VR haptica is hard to anticipate, you want to fill us in or that's not happening. I watched your analysis about games, but VR has a few other applications, plus haptics are coming to life for a suite of activities outside video games
Great collab. Broadcom has their Enterprise Software and the VMWare divisions. I can see them starting offerring all kinds of AI features to their software on top of their XPUs. I mention this, cause everyone talks Palantir, Sales Force, etc.. somehow Broadcom seems to not be counted in any software discussion, where they proved so many times to be very good at reading where the "puck is going". Thoughts?
We think Broadcom software is great, we did a whole episode on it last year!
@@chipstockinvestor Thanks! Yep. I remember that episode. I try not to miss any video and certainly not on Broadcom which is my biggest holdings. I agree I think Broadcom Software may end up being yet another engine of growth for them. Somehow, other than here in your channel I barely ever hear anyone mentions Broadcom Software. Maybe it'll change at some point once VMWare is entirely integrated.
A tiny UK company called Beeks Financial Cloud recently migrated nearly all their VMWare use to OpenNebula. OpenNebula has a migration tool called OneSwap for automating the process. I thought, if a tiny company like Beeks can do it, many VMWare customers can do it. That doesn't mean they all want to, and maybe some who ought to, won't, through inertia or some other corporate failing. I sold half my Broadcom stock because I don't understand the risk well enough. I know they've been reporting great cash flow from VMWare, and I still like the semiconductor business. I'm just sharing the info about Beeks so investors can decide for themselves if it matters or not.
Hey! It feels like a Motley Fool reunion! I know that guy
Reunion + Kasey, so in our opinion, even better than ever!
Love those guys ❤ but you are ok , promise 😅👍
Jeff is great, Jason is meh... 😂😉
😂😂😂
Did they create Deepseek in a Wuhan laboratory, i don’t discard it😂
Relax Casey! Ya look too stressed
Lol, if I had a dollar for every time someone told me that...
@@chipstockinvestor maybe you should have open the box of wine :)
BS.... diversification! Go back and look at 8/5/24. The carry trade, leveraged guys, brought everything down. They sell what ever they can. Stocks and bonds went down together. Too many commercials.
Do you guys have any children?
Does it help your investment journey? Be rlevant!