Quotes
Nobody questions whether Nvidia is the undisputed king and chips. What they're questioning is how much capex do you need for things like pre-training, post-training and then inference, ultimately,
Niles, founder and portfolio manager at Niles Investment Management founder, told CNBC Tuesday I think investors should be very careful about assuming that this is the bottom,
he told CNBC's Sri Jegarath and Chery Kang on Tuesday's "Squawkbox Asia." It's difficult to work out if the worst is now over, or if yesterday's slump was just another sign that the top is already in for US equities,
said David Morrison, senior analyst at Trade Nation It may be too early to write off Nvidia yet, even though the prospect of a Chinese rival is causing a crisis for the chip maker,
We're getting the typical bounce-back rally you'd expect when you have news that's not very specific and more of a potential for a future change,
said Rick Meckler, partner, Cherry Lane Investments, a family investment office in New Vernon, New Jersey Long term, I still think it's great. This story out of China with DeepSeek — we shot first, we're asking questions now,
Trump wants this American Iron Dome, and guess who helped with the Israeli Iron Dome? Raytheon. So if this does come to pass, expect Raytheon to be okay,
I think it's an opportunity to buy the stock. The quarter was pretty solid. People were concerned about 25% tariffs that weren't mentioned in their guidance
China is going to be competitive in AI software and eventually hardware,
said the brokerage’s analysts We expected China to be competitive in AI, as they have been spending quite a bit of money developing AI, and export controls cannot prevent those investments,
the brokerage said in a recent note I think there's so much uncertainty still on DeepSeek. Is the information we got in terms of their cost to create the models accurate? It's still too early to tell,
When yesterday hit, I certainly took a look and said, 'Okay, is now the time to dive in and is this just an aberration.' And I just don't get that feel,
I think what really changes is it's not just a race to raise as much money as you can in order to be a player,
We think the selling is overdone,
Wells Fargo Investment Institute strategists wrote in a note late on Monday We think the knee-jerk reaction for the [Independent Power Producers] is overdone and that the AI landscape has not completely changed overnight,
DeepSeek is, on the surface, a negative development. At the same time, Microsoft has architected its own applications (e.g. GitHub Copilot, M365 Copilot) to work with any LLM, not just those from OpenAI. ... On balance, we believe Microsoft (and OpenAI) will likely remain well-positioned for GenAI and would be buyers of any weakness,
We believe, however, this panic selling of the [data centers] seems overblown and disagree with the negative sentiment. Instead, we think that more efficient LLMs/training models will actually boost demand for high performance GPU companies and those that build data centers,
Erik Rasmussen of Stifel said in a note Citi tech analysts remain bullish on NVDA, and our updated bubble work does not point to an end of the US equity bull market,
Citi's Adam Pickett said in a note to clients, in a note representative of the optimism among the sell-side crowd I believe the demand for the best AI hardware will persist, ... Hyperscalers, enterprises, and sovereign entities are not looking for a cheaper way to achieve AGI [artificial general intelligence]. They’re looking for a faster way to get there. DeepSeek doesn’t alter that dynamic.”
tech analyst Gene Munster said on X My understanding is that DeepSeek has around 50,000 H-100s, which they can’t talk about obviously because it’s against export controls that the United States has put in place,
