Nvidia Deepseee ignites questions about its value

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Immersion for $ 600 million in Nvidian
Nvidia The shares plunged to nearly 17% on Monday, his Worst since March 2020Concerns raised by the Chinese Deepsee’s artificial intelligence model. Chipmaker About $ 600 million lost in the marketThe biggest decline in any company in the US history. Other air-related stocks, such as Micron, Arm Holding and Moreomom In the US, too Nl and Tokyo electron It has also fallen significantly in the global markets.

Deepsee raises questions about AI investments
Ai to launch AI on Monday R1 modelOpenai O1 that works. The main proclamation of fame is the model AI to use these companies and Could cost less than 10% Meta Llama, Jefferies by estimates of analysts. This proved that fears of U.S. companies are waiting for a huge investment in the huge investment and waiting for the bubble pop.

Energy shares fizzle
Power companies are most explained The Tech Sector Data Center Boom immersed Monday, depositors of deposers to question how to consume artificial energy applications. Brain Almost 30% lower closed Oral energy and Ge vernova More than 20% fell. Three stocks gave this year’s earnings.

Technical shares
Main references in the US Monday fell At a broad retreat of retina and AI, even the average of the Dow Jones industry is trying to move forward. Pan-European StoxX 600 index fell by 0.07%, recovering hard losses earlier. But stocks with AI link, for example Siemens Energy and Electric SchneiderThe day has been significantly lower.

(Pro) Nvidia Sales ‘Reactivation’: Tom Lee
Nvidia’s decline is “reagents”, Tom Lee, Tom Lee, the head of FundStrat Global Advisors, CNBC said. Here’s why Lee It doesn’t change your mind for now in Nvidia.

Before Monday, chipmaker was the most valuable publicly traded company. After sales, after cleaning up about $ 600 million in the capitalization of the Nvidia market, the company fell into third posture, behind Apple and Microsoft.

To put this tectonic context in context, the NVIDIA market cap is higher than the full value of the market Netflix and double Wells FargoAccording to CNBC Adrian Van Hauwermei.

Nvidia is of great importance to investors, because in all probability in their wallets, the extent to which the stem has relied on the stem, in the last two years. Investors, for some reason, are not under the influence of Nvidia, their shares are among the 469 negotiated funds, according to TurnAdded van Hauwermei.

Aside from Nvidia, other adjacent plays were constantly fell, the NASDAQ compound of technology slides 3.07%. S & P 500% is 1.46 lost. However, the average of the Dow Jones industry, which rose by 0.65%, was protected from Monday blood through Apple, Johnson and Johnson and the profits of the passengers.

“It’s a good example of selling and asking questions, and investors feel that ratings are very extended with technology and especially semiconductors,” Sam Stovall, the main strategic investment in CFRA research.

“We will have flight, especially when we are talking about rich market and some exogenous events,” Stovall added.

For CBoe Vix Index – S & P measures the strength of 30-day price changes and hence as Wall Street fear meter – 20.5% jumped on Monday.

That said, when the stocks were still in the market, “investors suggest that they are not necessarily exhausting, but they are rotating in defense as it was placed.”

Some technology stocks also rose by Sequeses on the sector. Shares Salesforce, Tudobe and Palo Alto Networks AI can decrease costs and spread the margins, according to John Belton, Portfolio Manager Gabelli funds.

In other words, Deepsee does not demonstrate that AI investors and companies are a fantastic hole that throw money. On the contrary, Alas suggests that it is more accessible and cheaper than thought – if Deepsees are proven to be true for its low cost claims, investors need to be used to be used to play AI.

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