Ryan Knox (@ryangknox) 's Twitter Profile
Ryan Knox

@ryangknox

ID: 172113381

calendar_today28-07-2010 23:12:41

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Ryan Knox (@ryangknox) 's Twitter Profile Photo
Ryan Knox
@ryangknox

6 months ago

It's so interesting to see how clueless the market is about AI. NVDA lost $600M in market cap today because people think DeepSeek is going to compete with them. NVDA is the shovel manufacturer during the gold rush. DeepSeek uses NVDA products. They aren't competitors.