Why "cheap" AI will benefit the overall ecosystem explained in one chart
As the cost of AI comes down, what are the sectors that benefit from cheap intelligence? 1. Cybersecurity (e.g $CRWD) 2. Data Storage/Analytics (e.g $NOW) 3. Robotics (e.g $AMZN) 4. AI Agents (e.g $MSFT $CRM) 5. Advertising (e.g $META, $GOOGL) 6. Ecosystems (e.g $AAPL) NB: These are not investment recommendations Source: Lin@Speculator_io
Hedgefund Billionaire Steve Cohen just said:
“Our view is what happened with DeepSeek is actually bullish because it advances the move to artificial super-intelligence” - Bloomberg Source: Evan on X
Nvidia's market cap increased by $259 billion today after the stock rallied 9%, bouncing back from yesterday's record decline.
This was the 3rd largest single day increase in market cap for any US company (Nvidia already holds the #1/#2 spots). $NVDA Source: Charlie Bilello
Nvidia $NVDA just had the largest single day market cap decrease in stock market history.
By a HUGE margin. Source: Evan
Yesterday was Value's best day vs Growth since October 2008
$SPYV $SPYG Source: Mike Zaccardi, CFA, CMT, MBA
Interesting to see that DeepSeek is owned by a hedgefund …
Did they short nvidia before announcing the world - through a paper authored by their lab - that the DeepSeek-R1 model outperforms cutting-edge models such as OpenAI’s o1 and Meta’s Llama AI models across multiple benchmarks?
CBOE Volatility Index $VIX dropped to its lowest level this year, even with stocks declining on Friday
No fear left in the market except by Bears. Today might be another story… Source: Barchart
The S&P 500 reached a record $54.3 trillion in market cap last week, adding $1.1 trillion in 1 week.
Since the August low, the index's market cap is up a massive $8.5 trillion. Furthermore, the index has added $12.4 trillion in value since the beginning of 2024. The S&P 500 has added 78% of Europe's market cap and DOUBLE the size of the Japanese market in 1 year. As a result, the US market cap to GDP ratio has reached an all-time high of 209%. Source: The Kobeissi Letter
