Comments by "Wei" (@wile123456) on "penguinz0"
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I love how this event proves AI is a bubble and investors are braindead in multiple ways.
Besides what you said in the video, its ironic nvidia lost value when
1. Deepseek was trained and made using Nvidia GPU's
2. Nvidia has long exported GPU's to China, often making D models of their cards meant for China, with Western components removed to avoid sanctions, and slightly cut down so they can have a higher supply (3090D, 4090D)
3. nvidia also floods China with supply before any big trade related tarrifs or regulations hit, to make as much bank as possible
3. Unofficially nvidia also smuggles a shit ton of GPUs to China despite of tarrifs through third parties and AiB's. Hong Kong is one of nvidia's biggest markets, not because they use the GPU's, but because musk men sells the cards into mainland China.
Displace and Chinese AI makes money for nvidia, but investors dump their stock not because they actually care about profits, but because its all hype and hot air. If it looks bad, it must be bad.
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