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2025
January
27
📰 $MSTR – MICROSTRATEGY FILES MIXED SECURITIES SHELF
News
📰 $MSTR – MICROSTRATEGY FILES MIXED SECURITIES SHELF
January 27, 2025
Frank
$MSTR – MICROSTRATEGY FILES MIXED SECURITIES SHELF
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📰 $NVDA The DeepSeek sell-off: Analyst Reactions: 🔸 JPMorgan (Sandeep Deshpande): Suggests the AI investment cycle might be overhyped; DeepSeek’s efficiency could lead to a more efficient future. 🔸 Jefferies (Edison Lee): Proposes two strategies post-DeepSeek: continue investing in computing power or focus on efficiency, potentially reducing 2026 AI capex. Contrasting Views: 🔸 Bernstein (Stacy Rasgon): Believes the panic is overblown; maintains outperform ratings on Nvidia and Broadcom. 🔸 Citi (Atif Malik): Acknowledges a challenge to US dominance but emphasizes the advantage of access to advanced chips, maintaining a buy on Nvidia. Efficiency and Costs: 🔸 Raymond James (Srini Pajjuri): Suggests that if DeepSeek’s innovations are adopted, training costs could decrease, questioning the need for large GPU clusters. Market Dynamics: 🔸 Cantor (C.J. Muse): Sees DeepSeek’s developments as bullish for compute demand, suggesting increased rather than decreased need for GPUs, advocating to buy Nvidia on any dips.
📰 *COLOMBIAN PESO SLUMPS 1.5% ON OPEN AMID TRUMP TARIFF SPAT
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