Anyone else think the Deepseek fissco was just a cover up for a ten carry trade sell off?
Posted: Feb 01, 2025
- AI stocks are still down despite the cost of training DeepSeek-V3 being $6m without including other costs
- Media pushed narrative that entire cost of DeepSeek was $6m
- BoJ hikes rates 25 bps, then DeepSeek news hits the press
- Suggests possible scare to cover up real reason for sell off in AI stocks
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