by Summary:
Keep your head on when everybody else is losing theirs. 
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Mike Norman considers the following as important:
This could be interesting, too:
Keep your head on when everybody else is losing theirs. 
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
New Economics Foundation writes Is the Labour government delivering on its promises?
John Quiggin writes Dispensing with the US-centric financial system
New Economics Foundation writes Whose growth is it anyway?
Matias Vernengo writes What is heterodox economics?
| Keep your head on when everybody else is losing theirs.  |
Thanks for the updates, Mike. It was a wild day on the market.
DeepSeek is bullish for chips and hardware companies, it could be bearish for US based AI developers, Google, OpenAI, Meta
I'm calling it 'deep shit 💩 '
Cramer has an amazing track record. You just have to do the exact opposite of what Jim Cramer says on cnbc to make money
Cramer
More efficiency just means even more can be done with more powerful hardware. The AI we are dealing with now is still pretty dumb compared to the AI we will see in years to come. That won't be running on old hardware.
If you’re an economist, forget about daily events. 🙂
Also the current market is wild speculation by stupid individuals and institutions with too much money.
Just stay balanced with diversified stocks and bonds and let the nonsense of the morons pass over you.
China is advancing on chips, Quantum computers, quality build of EV autos from BYD, and advanced AI. China dominates the rare earth element supply chain, and figures suggest they have 98% of them. U.S. media spreads misinformation on China, then a little truth comes out with this AI.
Was there ever a case when Cramer said something, and it was what should have been done?
lol. It is amazing Mike as I always thought that i was crazy to think that Kramer sounds like completely disabled person. But apparently I was not. he is impossible to understand.
Lol it's open source if the u.s bans it the rest of the world will still be using it and they will try to say it will spy on people but if the code is open source smart people will literally read and test every line of code to see if there is any backdoors or spyware
@@datapark9118 Backdoors can be inserted anywhere. CCP requires them, so we can be certain they're there.
yes i often wonder if cramer is drunk.
qQ
Bought Nvidia today !!
More like Dip 6
Doesn't Trump's executive order plug the flows in a big way? What percent of GDP does government grants and loans make up?
DeepSeek isn't transformational. If their claims are true then I think the most interesting takeaway is that there's a lot of untapped leverage still to be squeezed out of Nvidia's chips, if you have clever engineers. I don't particularly find chatbots to be all that interesting. I'm long Nvidia for their track record, their current dominance, and a bullish data center cycle. Chatbots need datacenter power for training, but data centers don't need chatbots… they're a minor percentage of compute workload.
What do you think would be the best positioning now if WW3 tomorrow?
I am not trading these markets. We are in a foolish phase with overreaction about anything. People are thirsty for pointless action. I'll wait for more macro action.
Deepseek was created by a hedge fund quant company for shorting Nvidia
The biggest problem for the US will be isolationism, exceptionalism, and expansionism desires. Expect clone start-ups of US companies everywhere at every level. Countries are now seeing opportunities to get out from under US hegemony where they were once comfortable. Making enemies of allies is not a long-run strategy, but is a great way to create long-run problems.