David Rimanic @rima0da: "𝘿𝙚𝙖𝙧 𝘾𝙤𝙥𝙮𝙚𝙧𝙨 𝙖𝙣𝙙 𝙁𝙤𝙡𝙡𝙤𝙬𝙚𝙧𝙨! 📣 𝙒𝙝𝙖𝙩..."

Slovenia

𝘿𝙚𝙖𝙧 𝘾𝙤𝙥𝙮𝙚𝙧𝙨 𝙖𝙣𝙙 𝙁𝙤𝙡𝙡𝙤𝙬𝙚𝙧𝙨! 📣 𝙒𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙚𝙙? 📣 🔊 $NVDA (NVIDIA Corporation) had its worst trading day since 2020, losing 17% and wiping out $590 billion in market cap. The selloff was driven by concerns over a Chinese model by DeepSeek that reportedly achieved GPT-4-level efficiencies using an open-source architecture and minimal training costs. This raised questions about Nvidia’s long-term dominance in the AI hardware market. $NVDA responded by emphasizing the role of its GPUs in DeepSeek's inference processes. They framed the development as an example of "Test Time Scaling," complementing existing scaling laws for AI models and reinforcing the necessity of Nvidia's hardware in high-performance AI systems. 🔊 🔊 President Trump announced plans to impose tariffs on foreign computer chips, pharmaceutical producers, and materials like steel, aluminum, and copper if they are produced outside the United States. Emphasizing domestic manufacturing, he stated, "If you want to stop placing the tariffs, you need to build plants in the US." 🔊 📊 ETF $ARKK (ARK Innovation ETF) made several trades today, selling shares of $NU (Nu Holdings Ltd.), $PLTR (Palantir Technologies Inc.) , $RKLB (Rocket Lab Corp), and $TSLA (Tesla Motors, Inc.) , while purchasing shares of $AMZN (Amazon.com Inc), $CRM (Salesforce Inc), $AMD (Advanced Micro Devices Inc), and $QCOM (Qualcomm Inc) 📊 📉 Stocks significant declines following DeepSeek's announcement, with $NVDA down 17.5%, $OKLO (Oklo Inc) dropping 25.6%, $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) falling 13.3%, $SMCI (Super Micro Computer, Inc) down 10.9%, $MU (Micron Technology, Inc.) decreasing 10.5%, $ARM (ARM Holdings PLC) slipping 10.0%, $SMR (NuScale Power Corporation) down for 27.5%, $VST (Vistra Corp) falling 28.2% and $AMD losing 5.6%. Together, these stocks have wiped out nearly $1 trillion in market capitalization today. 📉 I close my $USDOLLAR position with 1.3% as new news cames today. 🟢 Former Treasury Secretary Scott Bessent is reportedly advocating for a new universal tariff plan on U.S. imports. According to four sources, the proposal suggests starting with a 2.5% tariff, which would increase by the same percentage monthly, giving businesses time to adjust and allowing countries to negotiate with the U.S. administration. The proposal surfaces amidst ongoing internal discussions within Trump's team about implementing tariff policies. On Monday, Trump intensified his stance during a speech in Florida, threatening additional tariffs on specific sectors, including semiconductors, pharmaceuticals, steel, copper and aluminum. He also strongly suggested he could also impose them on automobiles from Canada and Mexico, countries he’s already threatened with 25% across-the board tariffs as soon as Feb. 1. 🟢 📊 Today the indices are slightly in the red $SPX500 -0.07% , $DJ30 -0.25% and $NSDQ100 +0.17%. Tomorrow after the FED speech there will be more information about the direction the dollar will take.📊 $SPX500 $DJ30 $NSDQ100 $ARKK $NU $PLTR $RKLB $TSLA $AMZN $CRM $AMD $QCOM $NVDA $OKLO $TSM $SMCI $MU $ARM $SMR , $VST $AMD $USDOLLAR

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