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İçerik MyWallSt tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan MyWallSt veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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#246: What Stocks to Buy After the DeepSeek Sell-Off

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Manage episode 463990156 series 2867525
İçerik MyWallSt tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan MyWallSt veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.


After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri.


Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.


Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.


If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com

Don’t wait.

frank@mywallst.com


Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro

03:18 DeepSeek's Impact on the Stock Market

07:50 Innovation Through Scarcity

23:04 Geopolitical Implications and Skepticism

29:29 Winners and Losers in the AI Race

37:32 NVIDIA's Market Challenges

41:56 Two Non-AI Stocks Worth a Look



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

250 bölüm

Artwork
iconPaylaş
 
Manage episode 463990156 series 2867525
İçerik MyWallSt tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan MyWallSt veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.


After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri.


Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.


Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.


If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

We have an exclusive offer for our podcast listeners, to grab it, email us at frank@mywallst.com

Don’t wait.

frank@mywallst.com


Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: pod@mywallst.com

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

🐦 Twitter: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt


00:00 Intro

03:18 DeepSeek's Impact on the Stock Market

07:50 Innovation Through Scarcity

23:04 Geopolitical Implications and Skepticism

29:29 Winners and Losers in the AI Race

37:32 NVIDIA's Market Challenges

41:56 Two Non-AI Stocks Worth a Look



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

250 bölüm

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Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.

 

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