Do you have life after DeepSeek?
Some of the heaviest players in the technical field may ask themselves this question, because China’s Deepseek AI agent debuted for the first time, and the agent used gallon’s red ink to row the stock market.
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DeepSeek claims that the development of its model is a small part of its competitors. Analysts say that this has questioned the future and investment scale of the American technology company being planned.
It is expected that the company is estimated to have $ 1 trillion to establish a data center and other AI infrastructure.
Earlier this month, President Donald Trump announced the establishment of a new company Stargate to batch US artificial intelligence infrastructure and plans to inject up to $ 500 billion in the project in the next few years.
Trump said, “The release of DeepSeek AI from Chinese companies should be a awakening and appeal to our industry, and we need to focus on competition with laser.”
AI chip monsoon NVIDIA (NVDA. On January 27, its stock price fell 17 %, which eliminated the wind from the huge sail.
And high -end micro -equipment (AMD. In 2024, its stock price fell about 18 %. When Deepseek came to the town, the stock price fell nearly 7 %.
The company has been working hard to meet investors’ expectations for AI applications to develop and sell chips.
Bloomberg; Getty image
Senior businessmen rebuilt long -term positions on AMD and NVIDIIA
AMD plans to hold quarterly results on February 4 to defeat Wall Street’s income and revenue expectations in the third quarter of October.
However, the company’s fourth quarter income estimation is not expected to be expected.
Related: Analysts announced on AI and server updates to announce AMD AMD stock price goals
CEO Lisa Su suggested that this year’s chip supply may be very tight, but added: “But we plan to achieve a significant growth by 2025.”
AMD published DeepSeek on X on January 29, announcing that it is very easy for the AMD Ryzen AI processor and Radeon Graphics card to deploy DeepSeek R1 distillation ‘. It can now be provided through @LMSTUDIO. running! “
Some markets who are even more liter in markets are not worried that DeepSeek may mean what DeepSeek may mean AI stocks and wider technical fields. In fact, they said that this may be a favorable indicator of technical stocks.
GUILFOYLE bluntly talked about Stephen “Sarge”.
He said: “Well. So, Monday is a bad day. That is, this is not a real, really, really bad.”
“The” ugly stick ‘has come out, as we said, some parts of the market have recovered. However, before closing the clock, they fell on Times Square before the last one of Wall Street. “
The career of this experienced businessman dates back to Wall Street in the 1980s, and pointed out that U.S. stocks have not defeated widely, “winners defeated the loser on the New York Stock Exchange.
Guilfoyle pointed out that the quality and accuracy of DeepSeek has not been verified.
He said: “We really don’t know if Deepseek claims whether the cost of training and development models is accurate, and we don’t know if the number and type of the NVIDIA chip used to use is accurate.”
Guilfoyle pointed out that more expensive US models still have legal possibilities during advanced testing.
He said: “It may be indeed, the gap between the models is less than once, especially the price of the elite level from NVIDIA is too high.” “Once again, nothing is for granted, not a soul. Until us Know more. “
Analyst: NVIDIA is here AMD
Guilfoyle said he decided to start rebuilding his long position in AMD and NVIDIA, telling readers that they “are now my 16th and 17th allocation, so I have not exposed too much.”
At the previous check, AMD stocks rose nearly 2 % to $ 116.32.
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Baird analysts said they will also be buyers of NVIDIA and AMD, and the current stock is correct.
NVIDIA stands out of stocks cheaper than Broadcom (AVGO. The investment company said that although AMD provides the maximum value at the current level.
Beld said the “catalytic problem” proposed by the power in the artificial intelligence system and the complexity of the implementation.
However, the company said that AI demand is still very strong.
BAIRD pointed out that since the late 1990s, the rise of the graphic processing unit is driven by hardware and uses simpler GPU architecture or summarizes the resources of consumer central processing units.
Baird argued that although capital expenditure in 2026 still exists, AI shares “cannot ignore the remaining time this year.”
Melius Research reduced the price of AMD, and its target price was $ 129, which was less than 160 US dollars.
The company said that the downgrade is not related to DeepSeek, but is related to the X86 server, the main architecture of the personal computer and server, and the more extensive X86 server of the personal computer. In the long run.
Melius said that NVIDIA will increasingly use its ARM -based central processing unit in the two markets to optimize the acceleration PC.
Similarly, the company said that it is increasingly worried that the CPU and NVIDIA CPU will eat more X86 server markets for a long time, although AMD’s current chip Turin performs well.
Wedbush analysts reduced AMD’s price target from $ 200 to $ 150, but maintained the rating of winning the market.
The company said: “We are adjusting the prospects of AMD 2025, but the expectations of AI GPU sales are reduced, although part of the PC/Server CPU expects to be offset.”
Wedbush said AMD should further enter the corporate market in 2025, which is Dell’s new AMD -based business PC help. Turin launches further benefits in 2025.
Related: Senior fund manager issued Dire S & P 500 warning 2025
