NVDA’s DeepSeek Sell-Off: This Is a Jevons Paradox Buying Opportunity
Posted: Jan 27, 2025
- NVIDIA (NVDA) stock is down from $142 to $126 pre-market due to fears that efficient AI models will reduce GPU demand
- Bullish long-term reasons to consider buying the dip at $126:
- Efficiency increases demand for AI, benefiting NVIDIA
- New markets like edge computing adopt AI, benefiting NVIDIA products
- Demand for AI is evolving, not declining
- NVIDIA has a software moat to stay at the center of AI workflows
- Buying opportunity for long-term investors as AI industry continues to expand with NVDA as a key player
What do people on Reddit think?
🚨 Reddit sentiment: mixed/positive - While there are some negative or skeptical comments, such as dismissing analysts, the majority of comments are proposing buying NVDA and show engagement with the stock and its technology. Summarized comments: - Commenters suggest buying the dip, indicating a buying opportunity. - Comparison made with the industrial revolution highlighting efficiency leading to increased use. - NVDA chips are reportedly still in high demand. - Concerns are raised about OKLO. - Dismissal of analysts and their ratings is noted. Stock tickers discussed: $NVDA
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