The markets are overreacting to the DeepSeek news.

Nvidia and big tech stocks losing a trillion dollars in value is not realistic.

I personally am buying more NVDA stock off the dip.

So what is going on?

The reason for the drop: Investors think DeepSeek threatens to disrupt the US big tech dominance by enabling smaller companies and cost-sensitive enterprises with an open source and low cost, high performance model.

Here is why I think fears are overblown.

Companies like Nvidia, Microsoft, and other big tech firms have massive war chests to outspend competitors. Nvidia alone spent nearly $9 billion on R&D in 2024 and can quickly adapt to new threats by enhancing its offerings or lowering costs if necessary.Nvidia’s dominance isn’t just about hardware—it’s deeply tied to its software ecosystem, particularly CUDA, which is the gold standard for AI and machine learning development. This ecosystem is entrenched in research labs, enterprises, and cloud platforms worldwide.People have to understand the risk that comes with DeepSeek coming out of China. There will be major adoption barriers from key markets as folks worry about data security, sanctions, government overreach etc.US just announced $500b to AI infrastructure via Stargate. The government has substantial resourcing to subsidize or lower barriers for brands like Nvidia.Critiques tend to fall into two camps…

Nvidias margins are going to be erodedTo this I think we have to acknowledge that while lower margins and demand would impact the stock both of these are speculative.

Increased efficiency typically increases demand. And Nvidias customers are pretty entrenched, it’s def not certain they will bleed customers.

On top of that Nvidia’s profitability isn’t solely tied to selling GPUs. Its software stack (e.g., CUDA), enterprise services, and licensing deals contribute significantly. These high-margin revenue streams I would guess are going to remain solid even if hardware pricing pressures increase.

2. Open source has a number of relative advantages

I think open source is heavily favorited by startups and indie developers (Open source is strongly favored by Reddit specifically). But the enterprise buyer doesn’t typically lean this way.

Open-source solutions require significant internal expertise for implementation, maintenance, and troubleshooting. Large enterprises often prefer Nvidia’s support and commercial-grade stack because they get a dedicated team for ongoing updates, security patches, and scalability.

This should be a basic no-brainer but everytime you see a stock go down 5% at the current price level. If it increases back by 5% it doesn't go back to its old price.

To illustrate.

10% loss needs 11% gain to return. 20% needs 25%. 30% needs 43%. 40% needs 67%. 50% needs 100%. At 90% drop your stock will need to go up by 900% to return to its old price.

Right now you're seeing NASDAQ dropping double digits and futures are down mid singles almost everyday.

The power of compounding works both ways.

It seems that everyone has become so accustomed to massive yearly gains in the stock market. If you're thinking about selling your investments after a minor drop in the market, then you really need to adjust your strategy. Maybe consider a money market fund or speaking to a financial advisor.

Everyone seems to have forgotten the risk that comes with investing. We have seen gains in the last few years that are unlikely to be repeated in the near future. There have been past periods where the market has been down over a significant number of years.

If you have time on your side and are diversified in index/mutual funds then you need to stay the course. If you have all of your money in a few individual tech stocks then you need to restrategize or stop complaining when you lose a significant amount of money.

If you are a new investor, it can be easy to get discouraged in these type of scenarios but as the market goes down, your future purchases will be at a lower price. Nothing is ever guaranteed and nothing goes up in a straight line.

Genuinely asking, not here to troll. Bitcoin has been popular for 15 years, but it still doesn’t seem to have a mainstream, everyday use. You can’t just walk into most stores and buy groceries or gas with it. Yet, every time it surges, people start calling it "the future of finance," but that future never really happens.

I keep hearing about institutional money coming in, but if it’s mostly hedge funds and whales pushing the price up, how does that make it a real currency? If regular people are just there to provide liquidity for the big dogs, how is this different from a glorified pump-and-dump?

Don't get me wrong I'm a Bitcoin fan and have been buying and selling it for years now. But I cringe everytime I hear “It’s digital gold”.. Gold has a use beyond its speculative value. It can be made into jewelry, art.. People want to have it because its a ‘real’ thing you can hold in your hands! Bitcoin's only real use is making anonymous transactions that regular humans don't usually need to make.

Am I missing something here, or is Bitcoin actually just a bigger fool scheme?

After fumbling around the woods for two years with a bow I finally got my first deer now I’ll always remember her.

It’s been exactly a month since I took this big guy, and I’m still over the moon about him. I’ve hunted the same property for a little over 20 years now and while I’ve shot and seen some really nice bucks out there, I never dreamed of seeing one of this caliber. I didn’t have any trail cam pics or previous knowledge of this deer up until the morning I took him. And yes, this is a free range deer