3Sem.·

How are you reacting to today's negative prices?

Take profits and wait for prices to fall further in order to get back in or
take the opportunity to buy more or
do nothing at all?

I will buy a small position in my portfolio stocks that are down more than 5% today.

Firstly, the question arises for me whether DeepSeek is not a DeepFake, i.e. significantly more expensive costs or a foul play of some kind.

And even if it's not the case, chips and AI are still needed and tech and AI are still the future.

Update : now 1 share each $VST (-7,68 %) and $VRT (-7,34 %) bought up. For others I have to wait for regular trading as I cannot buy partial shares in pm.

31 Commentaires

VP@VPT

3Sem.

I think it'll die down, the whole AI story is still in its infancy. Today won't matter in x years.

I do nothing... and let it run

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Ronald@AlterMann

3Sem.

I'm thinking of selling everything - it's the devil's stuff

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Dagobert D.@bbh_saver_

3Sem.

Let savings plans run, sit back and watch

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Charmin@Charmin

3Sem.

I don't do anything. Background noise, uninteresting. If my NVIDIA position were smaller, I would perhaps buy more in tranches if it fell by >10 percent.

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tims92@tims92

3Sem.

I'm buying, I'm already mobilizing money

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Staatsmann@Staatsmann

3Sem.

Nothing 🤷🏼‍♂️
Normal market fluctuations.
My portfolio has an average movement of just under 1% today, not even close to a finger twitching to buy.

Sit it out, let the savings plans run and that's it.

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getused@getused

3Sem.

Buy more. But DeepSeek is not a "fake" it is opensource. You can download it and it can't be taken away from you. GPT will probably have to reduce the cost of their product 🤷‍♂️ but the AI bubble is far from bursting because of this

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TomTurboInvest@TomTurboInvest

3Sem.

@getused AI is here to stay, no question. But it could well be the starting signal for the "AI bubble" to burst - by that I mean the high valuations of NVIDIA and some US BigTechs. The many hundreds of billions that have been or are being invested are in danger of ever being monetized... DeepSeek could be the beginning of a disruption of Nvidia and co... remains exciting.

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MrMister@MrMister

3Sem.

Profit-taking NVIDIA and Apple. Both out of my savings plan. Invested in Siemens Energy and Rheinmetall.

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DADlikesCRYPTO@DADlikesCRYPTO

3Sem.

We're still early, let the prices wake up first.
Everything continues as usual.

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Mark777@Mark777

3Sem.

Siemens Energy got a damper from China, but I still got in at €47 in the valley. In the meantime it has risen to 4%.

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Saschko@WarrenamBuffet

3Sem.

there must be more red :D

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Saarastronaut@Watzeklicker

3Sem.

Is the general price slide only due to this DeepSeek?

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getused@getused

3Sem.

@Watzeklicker only read that. But it's also strange for me. Deepseek was launched on 20.01 and not at the weekend. It's a bit strange 🤷‍♂️

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Alexxela@Alexxela

3Sem.

@getused yes, but late Friday and only at the
weekend news circulated about how impressive many AI gurus like Nadela from MSFT find it...

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getused@getused

3Sem.

Interesting. I already switched my workflow to Deepseek on 21 😅🤷‍♂️ thought the market was faster than I was

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Martin@Joopiter

3Sem.

Friday was also an interest rate hike in Japan.

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Daniel@Dr27589

3Sem.

Keep your feet still. Slight fluctuation, nothing wild.

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TomTurboInvest@TomTurboInvest

3Sem.

Before the US markets open, I won't do anything.

I have a diversified portfolio. The AI hype is only reflected in my World ETF - so it won't hit me quite so hard.
In the course of the general panic, there may be a few good opportunities outside the mainstream. But let's see, from experience it's often better to do nothing at all. Panic buying or selling now can backfire. Today could just be the starting signal for a "back to reality". Or just a "one-day twitch" 🤷‍♂️

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Chandra@Chandra

3Sem.

I hope that it will continue to fall until my salary arrives 😅

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GargaGamble@gargi

3Sem.

I'm in the group that buys more. No idea if good or bad move. Hopefully good.

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Vinc3🚀@BlockBard

3Sem.

I have increased three positions a little, I am not selling anything. Not worth mentioning in 10 years

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Carles@Carles

3Sem.

Not selling, I’ll probably increase positions on the top losers with correct valuations tomorrow, aka $STRL $POWL and add positions in $MOD and $FN .
All of them with solid long therm businesses that have had a boost thanks to AI infrastructure, valuations not as crazy as others and just fell from the sky… already increased $CLS .
AI infrastructure is an important bet in my portfolio, and the sell off poses a good oportunity.
After that I’ll chill on AI investments and focus in balancing the portfolio..

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KingC@RaphGM

3Sem.

Why would you want to sell something if you are invested for the long term?

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Alexxela@Alexxela

3Sem.

@RaphGM Even if you are invested for the long term, there may be cases where it makes sense to sell in order to buy more cheaply later (corona, Ukraine war). You won't catch the high or the low, but you might save 10 percent 🙂
Apart from that, I didn't say I wanted to sell, I said I wanted to buy more.

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Brody@Brody

3Sem.

If $ETN goes down by double digits today, I will consider buying more.
Otherwise nothing planned.

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Tool1982@Tool1982

3Sem.

I just carry on working as usual

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Lloyd@Xotol

3Sem.

Bought VWCE last Friday kinda wish I had waited until, Monday, but in the grand scheme it doesn’t really matter. I am tempted to buy additional stocks though.

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SGP@Koenigmidas

3Sem.

Not at all

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Alexxela@Alexxela

3Sem.

I bought many positions today:
$NVDA $CEG $VST $VRT $GEV $ASML $ARM and also profited from the sell-off and added $SOFI and to a lesser extent $CPNG to the portfolio
Long live the margin 🤦

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Thoranos@Thoranos

3Sem.

Just drink tea and wait. Corrections are part of it. I am convinced of my companies and use a situation like this as an opportunity.

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