DeepSeek Nvidia and "Peak Sentiment"
Description
(00:45 ) Weekend Recap and Personal Stories
(01:44 ) Deep Seek and Its Implications
(07:10 ) Peak Sentiment Explained
(10:15 ) Market Reactions and Sector Analysis
(17:39 ) International Markets and Trade Dynamics
(24:16 ) Technological Advancements and Future Proposals
(28:55 ) Market Performance Overview
(29:06 ) Meta's Overbought Status
(29:43 ) Animal Spirits in the Market
(30:30 ) Economic Indicators and Corporate Earnings
(32:26 ) Trade Deficit and Tariff Policies
(34:36 ) Investment Strategies and Market Trends
(43:57 ) Deep Seek and AI Innovations
(46:14 ) NVIDIA and Data Center Trends
(58:21 ) Concluding Thoughts and Future Outlook
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