Reassessing Valuation in A.I. & NVDA, Tech 'Shakiness' Caused by DeepSeek

Noah Hamman will keep his eye on the tech sector in 2025. He questions the room for growth after DeepSeek promised A.I. functionality for less costs. Nvidia (NVDA) is one of several A.I. stocks he believes will need its valuations reassessed. Noah says the market needs time to digest DeepSeek's impact but he remains bullish on Big Tech A.I. spending.

Trading 360

29 Jan 2025

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