I think it’s telling that prediction markets and stock markets haven’t seem to update that much since R1′s release
Welp. I guess yesterday proved this part to be almost embarrassingly incorrect.
Only if you ignore that yesterday was when the Trump GPU tariffs would also be leaking and, pace event-studies, be expected to be changing prices too.
Hmm, if the Taiwan tariff announcement caused the NVIDIA stock crash, then why did Apple stock (which should be similarly impacted by those tariffs) go up that day? I think DeepSeek—as illogical as it is—is the better explanation.
Welp. I guess yesterday proved this part to be almost embarrassingly incorrect.
Only if you ignore that yesterday was when the Trump GPU tariffs would also be leaking and, pace event-studies, be expected to be changing prices too.
Hmm, if the Taiwan tariff announcement caused the NVIDIA stock crash, then why did Apple stock (which should be similarly impacted by those tariffs) go up that day? I think DeepSeek—as illogical as it is—is the better explanation.