$NVDA

DeepSeek Founder Says the Quiet Part Out Loud

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This week, The Epoch Times reported that DeepSeek paused a fundraising round due to comments made by its Founder, Liang Wenfeng, at a conference. These comments focused on the superiority of “noncompliant cards” and DeepSeek’s ability to obtain them. While Nvidia wasn’t named, it’s clear he was commenting on his ability to access Nvidia GPUs … Read more

A Personal Note

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As many of you know, I rented my house out last year and spent the year traveling and working from different places. It was an amazing experience. I engaged more with religion, meditation, art, architecture, and nature more than I do in my “normal” life. The trip was great for my health. I walked, explored, … Read more

Reader Mailbag – Growth in AI Usage

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I got a great question from “M” this morning. Copying his question and my reply here. Let me know what you think at IR@DeepKnowledgeInvesting.com or feel free to post your thoughts in the comments to this piece. From “M” First, you’re really putting out great stuff, and obviously, the input behind it is extensive and … Read more

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