OT: Stock trading

[B1GEast]

LOL at "fraction of the cost." They're lying.

If they used NVIDIA chips to achieve results, I would agree. We don't really know.

The reality is that they are here and although I haven't used the app, I've read only good things about Deepseek.

They are a threat to US companies.

 

[JMick]

Ok now it's time to worry LOL 25% tariffs at TSMC. Speedrun market collapse any%

 

[StllH8L8ner]

Thread has been going since 2020. Don’t get it locked now….

 

[uconnfan68]

If they used NVIDIA chips to achieve results, I would agree. We don't really know.

The reality is that they are here and although I haven't used the app, I've read only good things about Deepseek.

They are a threat to US companies.

A threat that won’t be acknowledged until they shut off our power and water.

 

[Da_Aisijimo_Gou]

For entertainment purposes, CNCT, up 10 million % today(Tuesday). OTCPK penny stock, closed Mon $0.00, closed Tues $200. Not a reverse split. Neglible volume normally, 700K shares exchanged Tues.

Cluster Group Holdings aka China Teletech Holding. No operations, just a shell company unless something unreported occurred. Purportedly, past lithium battery R&D and smart cards.

Chief mandarin researcher/spouse found nothing other than crap building shell company addresses in Shenzhen, Hong Kong and Shanghai. Quite a Lunar New Year hong bao (red envelope money gift). 10 million % in a day.

 

[Jay-Bone]

Any recommendations for investing in China? AI, Fusion, Batteries, EV's, etc? Other than BABBA which is already on the move thanks to Qwen.

 

[superjohn]

Any recommendations for investing in China? AI, Fusion, Batteries, EV's, etc? Other than BABBA which is already on the move thanks to Qwen.

Don't

 

[sledog]

Made $$$ on the quanta.

 

[Palatine]

My NASDAQ index fund made 30% in 2024.

I have almost no single stocks any more. I have both the NASDAQ and S&P 500 index funds as he bulk of my portfolio.

 

[Stinger92860]

Can’t speak to the truthfulness of the deepseek paper, but I’m suspicious. We are seeing very good results using existing LLMs augmented with RAG libraries. I’m happy with the results. Regardless, no way I would let my companies data run on an LLM from China.

 

[Jay-Bone]

My NASDAQ index fund made 30% in 2024.

I have almost no single stocks any more. I have both the NASDAQ and S&P 500 index funds as he bulk of my portfolio.

The last few years have been easy money. You could've thrown a dart at the Nasdaq and made money. Now we're entering the risk era, where one needs to adapt, rotate and play smart.

 

[Jay-Bone]

Don't

I think you're going to be surprised what they're going to achieve the next few years while we're distracted yelling at the moon. Thievery and corruption included, they're pulling ahead of us in tech and global influence. I've already made a bundle swing trading BABA.

 

[CONN78SEJ]

If they used NVIDIA chips to achieve results, I would agree. We don't really know.

The reality is that they are here and although I haven't used the app, I've read only good things about Deepseek.

They are a threat to US companies.

Is AI all it’s cracked up to be? I thought Quantum was the real prize.

 

[Stinger92860]

I took a try at US Steel a few months ago, I’m happy with my current position and I think there is room up. Anyone else jump on this? I should have shared the idea at the time.

 

[Stinger92860]

Is AI all it’s cracked up to be? I thought Quantum was the real prize.

I sell AI and it‘s a hot topic for almost everyone. It will be a a huge game changer, the question is when. I think our stuff is prime time depending on the use case. I also own NVIDIA still, and ASML In this space. Plus TQQQ which is a good way to cover all the bases, but it carries risk due to the 3x velocity. I doubt I’ll be alive when Quantum is mainstream but who knows.

 

[JohnFSilver]

I sell AI and it‘s a hot topic for almost everyone. It will be a a huge game changer, the question is when. I think our stuff is prime time depending on the use case. I also own NVIDIA still, and ASML In this space. Plus TQQQ which is a good way to cover all the bases, but it carries risk due to the 3x velocity. I doubt I’ll be alive when Quantum is mainstream but who knows.

AI is like when the internet started, and put it on steroids.

I think the winners will be those who can use AI and not use a disgusting amount of energy.

 

[B1GEast]

Is AI all it’s cracked up to be? I thought Quantum was the real prize.

According to NVIDIA''s Huang, quantum computing is a decade away.

Generative AI is here and it's disruptive.

 

[B1GEast]

AI is like when the internet started, and put it on steroids.

I think the winners will be those who can use AI and not use a disgusting amount of energy.

They're all investing in nuclear power. The LLM,'s require constant power. Somehow Deepseek supposedly has found a way around this

 

[kobebeanbryant]

Regardless, no way I would let my companies data run on an LLM from China.

If it is an open source model that you can self host, then what risk does that pose to your companies data wrt China?

 

[temery]

As of this morning I am $1886 from my retirement goal (I retired ten years ago).

Prediction: The market crashes today.

 

[HuskyHawk]

If it is an open source model that you can self host, then what risk does that pose to your companies data wrt China?

None if your people have checked the code and continue to check the code for vulnerabilities. It's a trust question. But no different than relying on any open source.

But, per the thread I posted, they mostly achieved efficiency by (a) not trying to ingest everything, instead focusing on specific areas and (b) using a speed reading approach that looks at phrases not words.

Some areas may not be comfortable with the 90% is good enough approach. In other areas it will have no impact.

 

[HuskyHawk]

They're all investing in nuclear power. The LLM,'s require constant power. Somehow Deepseek supposedly has found a way around this

 

[B1GEast]

View attachment 106655

With over a billion people and being a large producer of manufactured goods, their power consumption should be far greater than the US.

We still don't know if they were achieved results by using US technology.

Energy Efficiency: The Real Reason DeepSeek AI is Such a Big Deal | OilPrice.com

DeepSeek, a Chinese AI startup, disrupts the tech industry with its energy-efficient and cost-effective AI model, sparking debate about the future of energy consumption and AI development.

oilprice.com

 

[HuskyHawk]

With over a billion people and being a large producer of manufactured goods, their power consumption should be far greater than the US.

We still don't know if they were achieved results by using US technology.

Energy Efficiency: The Real Reason DeepSeek AI is Such a Big Deal | OilPrice.com

DeepSeek, a Chinese AI startup, disrupts the tech industry with its energy-efficient and cost-effective AI model, sparking debate about the future of energy consumption and AI development.

oilprice.com

They did. Definitely diverted Nvidia from Singapore.

 

[Palatine]

They're all investing in nuclear power. The LLM,'s require constant power. Somehow Deepseek supposedly has found a way around this

China built a coal fired power plant every week in 2024 (50 of em). That would be a way around the DeepSeek electricity problem