It’s safe to say Jensen Huang might have sh*t his pants when he got to Nvidia headquarters this morning. I mean seriously, their stock absolutely got wrecked, dropping nearly 17%... All because DeepSeek, a Chinese AI upstart that came out swinging with a new model claiming to be just as good as the billion-dollar ones from OpenAI and Nvidia, but for the low, low cost of $6 million (OpenAI spends up to $4 billion a year). Naturally, Twitter lost its mind as their brokerage accounts did an imitation of being rug pulled by the Hawk Tuah girl.

If you like conspiracy theories, today was like Christmas morning. Within hours, the internet was flooded with hot takes that the Chinese are totally lying about their AI breakthrough. Why? Because it’s always mindgames with China, right? Some investors are convinced this is a master plan to short Nvidia stock and stick it to the U.S. for that whole TikTok ban situation. Others are asking, “Where are the receipts, DeepSeek?” because dropping claims like “we beat OpenAI on a ramen noodle budget” without proof is the tech world’s equivalent of saying, “Trust me, bro.”

Tech bros everywhere are in existential crisis mode. DeepSeek’s R1 model uses cheaper chips and less data while allegedly delivering the same performance as Nvidia and OpenAI’s cash-burning setups. If true, this completely undercuts the whole “you need billions to be a player in AI” narrative that Silicon Valley’s been peddling. It’s like realizing you didn’t actually need the $800 blender because a $199 knockoff does the same thing. (Looking at you, Vitamix fanatics.)

The fallout wasn’t pretty. Nvidia stock got murdered (-17%), dragging Broadcom (-12%), Micron (-10%), and AMD (-5%) down with it. Big Tech wasn’t spared either… Microsoft and Alphabet both slipped 2% because apparently, if Nvidia sneezes, the entire market catches a cold. And, of course, there’s a growing chorus of “maybe the AI bubble is about to pop like the tech boom in 2000.” (You just know the Chinese billionaires and executives are laughing their a**es off right now.)

If you can’t already tell, let me spell it out for you… DeepSeek’s claims are poking holes in America’s semiconductor export restrictions. The whole idea was to slow down China’s AI progress by keeping high-end GPUs out of their hands. But if DeepSeek can build a supposedly better model without Nvidia’s top-shelf chips, what’s the point of the ban? It’s like that one scene in Iron Man where Tony Stark built an arc reactor-powered suit out of scraps in a cave.

And while every other ticker listed in America panicked (except for dividend stocks) Apple was busy reclaiming its spot as the world’s most valuable company, with a market cap of $3.4 trillion. Nvidia is now back in third place, just behind Microsoft.

So, is DeepSeek the real deal, or is this just some elaborate financial trolling? Time will tell. But for now, Nvidia’s AI empire is looking a little less invincible, and Silicon Valley might need to rethink its obsession with burning billions to stay on top. As for Twitter, well, it’s just happy to have another thing to argue about.

If you read all of this, congrats for having a 10 second attention span (better than me). As always, here’s our heatmap for today.

Stock.News has positions in Microsoft, Alphabet, and Apple.

TWO Insiders Just Dropped $5 Million On THIS Pharma Stock…

Our "Insider Trade Tracker" just flagged two power moves that you should know about. Peter Anevski, CEO of Progyny, and Executive Chairman David Schlanger both made their first-ever open-market buys of the company’s stock. Anevski dropped $3.03 MILLION to grab 209,500 shares at $14.48 each, while Schlanger followed up with a $2.2 MILLION bet for 150,000 shares at $14.68 a pop.

Progyny’s stock has been flirting with recent lows, but with a booming market for fertility benefits and major clients like Google and Microsoft on their roster, these guys are clearly betting on brighter days. Call it a growth story in the making—or at least that’s what their wallets are saying.

Moves like this are exactly why our tracker exists: to show you where the smart money is going before everyone else catches on.

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