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Fears regarding pale guidance and plans to invest in standard capital were weighed on the wonderful seven trade last week.
The wonderful SEVEN ETF (MAGS) has decreased by 2.4 % over the past five days, led by Alphabet’s (Googg, Googl) 9.2 % decrease and a decrease and a decrease of Amazon 3.6 %.
It is just the latest wind of the group. The technology sector is still recovering from the democratic sales last month, after investors were terrified due to fears of a large open source language model.
But Deepseek should be seen as an incentive for this industry, and not to serve as opposite winds, according to senior executives and industry experts. One of the former Openai employees told me that the market should see Deepseke Developments as “a victory”, given their ability to accelerate the innovation and adoption of artificial intelligence.
“The Deepseek R1 model is a boom … The excitement of progress in science is something that we must all, and see the cost of a critical resource is also something we must want,” Zac Cas, or former Openai explained in Openai to the market.
This feeling was repeated by Big Tech CEOs. The CEO of Alphabet Sundar Pichai described the company’s work as “tremendous” in the profit call of his company earlier this week, while Meta CEO (Meta) Mark Zuckerberg said that there are “a number of new things” that Depsic did that the company ” She is still digesting. ” “
For investors looking to take advantage of the growth phase coming from artificial intelligence, it may have come to look beyond Easter and chips such as NVIDIA (NVDA) and AMD (AMD).
The Play: Ai Network Stocks – The group that provides infrastructure for artificial intelligence applications.
For this reason: with increasing AI models such as Deepseek’s R1 significantly, the need for high -speed network solutions will grow. Channa from Bank of America wrote in a memorandum of customers this week that the cheapest cost of the account should lead to the broader “AI-Edness” and the demand should be “strong”.
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Wang told me: “The side of the communication from it is definitely where the bottleneck is in terms of providing Amnesty International’s infrastructure.” We will need to see more innovation in that layer. “
Roy (CIEN), coherent (COHR), and Celicesha (CLS) as the best beneficiaries such as “Amnesty International Work burdens become more efficient in operation.”
“The basic plumbing of data transmission will become more difficult to put it … the interface speeds move higher, and the challenges of data transfer around it can continue to get more complicated,” Roy explained.
