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The “amazing” seven stock group took control of 2024, leading to the leadership of the technology sector to another remarkable year. As you can see from the graph below, almost all seven shares won almost wonderful S & P 500 last year.
Microsoft It was the only stock in the group that does not reduce performance S & P 500 Last year, a basket of the seven wonderful stocks had returned about 60 % last year, thanks Nafidia‘s (Nasdaq: nvda) It surpasses performance.
I think Nvidia is a good bet to be the best performance in the wonderful seven again this year even after the launch of Chinese artificial intelligence (AI), Deepsek R1 rocked the AI sector and technology, sending NVIDIA shares to 17 % in one session in one session Monday. Let’s take a look at this issue before handling the total case of NVIDIA to outperform the performance this year.
Deepseek chatbot Deepseek R1 has made similar results to chat or alphabet“
Mark Anderson, the investment capital in the Silicon Valley, described it as “Sputnik’s moment” Amnesty International “in a post on social media, in reference to the Russian space shuttle that was the first in the world to be launched, and the space race between the great powers began.
Nvidia has even pulled its cap to Deepseek, describing it as “excellent progress of artificial intelligence.”
It seems that eliminating the sixth of the NVIDIA value is a knee reaction from the market because it is unclear what the effects of Deepseek, especially in an increasing time tensions between the United States and China in a cold war of emerging technology.
However, even if you accept that Deepseek is a clear progress for Amnesty International, this does not necessarily make Nvidia a loser. Reducing the cost of entry to obstetric intelligence functions such as training and reasoning would weaken the industry, allowing more expatriates. The prices of NVIDIA components may decrease, but there may be more buyers. In addition, the company has proven its ability to develop in the past, and move from the video game industry service to encryption to artificial intelligence, and applications and demand for its chips are likely to continue to expand, especially since industries such as self -government vehicles increase.
It will take some time to play Deepseek, but at this stage, customers in the middle of building systems on the basis of NVIDIA GPUS like Timingand Definition platformsAnd Openai and Oracle The path is unlikely to change. It should also be noted that Deepseek uses NVIDIA chips. It only uses an older version of it obtained before the restrictions imposed on advanced chips.
