🤖After DeepSeek's release, Chinese tech stocks have surged, with Alibaba leading the way, up over 50% in just one month🚀!
The AI boom sparked by DeepSeek is prompting global investors to reassess investment opportunities in China's tech and AI sectors, particularly the AI capabilities of previously undervalued Chinese internet companies. With Alibaba collaborating with Apple to integrate AI features into the Chinese version of the iPhone and 🔵Tencent's WeChat adopting DeepSeek, the demand for AI cloud computing services in China could soon mirror the supply shortages seen in the US. It's clear that China's AI progress is catching up to the US at an accelerated pace—and costs are dropping even faster. Source: Genuine Impact
This is what FOMO-ing into China tech stocks looks like.
Source: Brian Tycangco 鄭彥渊 @BrianTycangco on X
SAP beating all MAG stocks except Tesla over the past 6 months (in %).
source : refinitv, tme
‼️ 🚨 BREAKING: Elon Musk-led group makes $97.4B bid for control of OpenAI. 👀
A consortium of investors led by billionaire Elon Musk is offering $97.4 billion to buy the nonprofit that controls artificial intelligence startup OpenAI, the Wall Street Journal reported on Monday. Musk's attorney, Marc Toberoff, said he submitted the bid to OpenAI’s board on Monday, according to the report. "It's time for OpenAI to return to the open-source, safety-focused force for good it once was," the WSJ cited Musk as saying in a statement provided by Toberoff. "We will make sure that happens." SOURCE: REUTERS, WSJ
Jevons' Paradox in action: The initial response to the "DeepFreak" suggests companies are spending more, not less.
Cloud Capex is projected to grow 40% in 2025, according to @MeliusResearch Source: Holger Zschaepitz @Schuldensuehner
🔴 The Fear of Missing Out (FOMO) is still alive: US technology equity funds saw nearly $7 BILLION in net inflows last week, one of the biggest flows in 14 months.
Net positioning in US mega-cap and technology stocks at one of the most extreme levels in history. Source: Global Markets Investor, EPFR, Haver, DB
BREAKING: ChatGPT is down worldwide with millions of users unable to access the platform.
Source: The Kobeissi Letter
BREAKING: China has opened antitrust investigations into Nvidia and Google just hours after imposing 10%-15% tariffs on some US imports, per FT.
China is reportedly looking for new trade war leverage against President Trump. Source: FT
