AI Deepseek, which was

I've been studying AI Deepseek, which was developed in China, and I thought it was potentially a threat to give the U.S. big tech and semiconductor companies and, by extension, the U.S. index a big adjustment once.
We're not even going to write a paper for stocks, so let's put it simply.

1. Meta, MSFT and Google are expanding their astronomical capital by purchasing high-performance chips from NVDA for AI.

2. However, Deepseek R1 and China's ByteDance Duobao-1.5 Pro can pay the same or more performance of Open AI for one-tenth of the price.

3. Chinese companies have overcome hardware constraints with software (algebra, architecture) to control popular high-performance GPU semiconductors.

4. Silicon Valley developers in the U.S. are panicking that responding to AI by increasing the number of high-performance chips with enormous financial power will eventually be less competitive than Chinese AI.

5. There may be a reluctance to use Chinese AI, but it is said that it will respond with a localization strategy in which data is stored only in that country with servers by country.

6. If Deepseek's capabilities are confirmed and highlighted in the market, the stock price of Meta, MSFT and Google, which have poured inefficient funds, is likely to fluctuate greatly, and the development of software is likely to reduce semiconductor needs, which will also affect Nvidia, Broadcom, Marvell Technology, and TSMC, which were supplying high-performance GPUs close to oligopoly. In other words, it could also have a big impact on the Narsdaq 100 index or the Philadelphia Semiconductor index

7. On the contrary, I think we should pay attention to AI software companies in the United States. At first glance, Palantir comes to mind, which I'll study and update again.

8. In addition, Samoltman and Elon Musk confronted each other on whether to open source AI development or not, Elon Musk suggested off-source, but Samoltman decided to keep it private. As Deepseek operates in an open-source manner, improvements in cost and technology development are being made quickly.
Tesla and Apple (which have invested very little in AI) - the big tech stocks that are relatively less affected by this issue - are likely to be less affected, but I also think that supply and demand may come to these two stocks.