6G·

Semiconductor and power stocks fall today due to Deepseek panic

Semiconductor stocks and electricity shares are falling today because of the Deepseek panic. This panic is probably exaggerated. We'll talk about it in tonight's podcast. So be sure to subscribe to the podcast: https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa


Semiconductors:

-12% Broadcom $AVGO (+3,45%)

-12% TSMC $2330
$TSM (+0,77%)

-11% Nvidia $NVDA (-1,87%)

-11% BE Semiconductor $SMH (-0,66%)

-11% ARM Holdings $ARM (+4,69%)

-11% ASML $ASML (+0,42%)

-9% Dell $DELL
$DELL (-1,04%)

-9% Micron $MU (-0,92%)

-6% AMD $AMD (-1,66%)

-5% KLA $KLAC (-4,39%)


Power stocks:

-20% Siemens Energy $ENR (+0,81%)

-15% Bloom Energy $BE (+0,41%)

-14% GE Vernova $GEV (-2,71%)

-13% Vistra $VST (-4,18%)

-11% Schneider Electric $SCHNEIDER

#deepseek
#openai
#ai
#ki
#china
#podcast
#spotify
$SPOT (-0,08%)
#semiconductor
#halbleiter

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11 Commenti

immagine del profilo
Everything on SALE 🤩🤩🤩🤩
7
Oh come on, buy the dip 😎
2
immagine del profilo
Siemens Energy $ENR sick 👀
1
@VPT 20% correction
immagine del profilo
AI stocks are clear, but why the power stocks? I see entry opportunities in Siemens Energy, which is simply exaggerated!
1
@VanillaGorilla Do you think now is a good time to start?
1
immagine del profilo
@VanillaGorilla Well, this Deep Seek revealed that this model requires fewer resources, i.e. less electricity, etc.
1
immagine del profilo
@VanillaGorilla less power consumption for data centers, for example, would make all the mini nuclear power plants and other large power plants built specifically for AI useless.
2
immagine del profilo
I can't imagine with the best will in the world that the Chinese have so suddenly overtaken the Americans. Especially because none of the dozens of American start-ups have managed to develop more cost-effective and energy-efficient models. I wouldn't rule out the possibility that Winnie the Pooh has done a bit of wheeling and dealing with tariffs. But these are conspiracy theories.
1
immagine del profilo
$EOAN More
$RWE Minus
1
@Techaktien Your AMD position has gotten a bad rap :D
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