Subscribe on our website www.gmgresearch.com
Use this market panic as an opportunity. The big winner will be META because they will opensource Llama 4. DeepSeek-V3 uses FP8 (Float 8-bit) which is more efficient and is now opensourced. What's concerning is that if the entire American AI ecosystem starts migrating to DeepSeek opensource AI, this will help China develop significantly more with less. Meta will be the savior to this transition. The DeepSeek app itself is also a national security risk because it has access to your Gmail. Do NOT download.
There are rumors that DeepSeek used 50,000 H100 chips instead of 2,400 H800 (older outdated) chips to train the models on (way more than $6M CAPEX). Chinese labs have more H100s than people realize. This is against the export controls that the US have in place so something will be done to address this issue. DeepSeek is not doomsday for AI buildouts. The best interview here.
META's Strategic Position
META is positioning itself as a key player in the open-source AI movement
The potential release of LLaMA v4 could represent a strategic counter to closed-source models
Open-source strategy may help maintain Western technological leadership in AI development
Nvidia: Important levels to watch.
Broadcom: Important levels to watch.
Tencent: Monitor the action in Tencent. Could benefit from all this market panic.
Coffee is a drug and going parabolic.
Ethereum still breaking down relative to Bitcoin.
Bank of Japan raises rates to highest in 17 years
What this chart shows is your CFA charter is almost worthless.
Return always wants its risk payment.
NOT INVESTMENT ADVICE. Only for entertainment.
