"DeepSeek" runs the risk of killing technology investors' bets in death

What happens when the prevailing narrative appears in the market upside down, with the enthusiasm of investor moral and their investment centers, directly before one of the most crowded profits in the season? The answer is that there is about a trillion dollars of the value of the market. The fear of the Chinese “Deepseek” challenge for artificial intelligence of spending plans in this field has caused a disturbance between US technology giants. The Nasdaq 100 index fell by more than 3%, and the company “Invidia” was on its way to the biggest loss in the market value of one share in the history of the market. The trading of stock markets near standard levels is usually risky, and high assessments make the error margins much smaller. The momentum by the most important indicators of stocks has already extended, while investment centers to a more optimistic area increase with the chase of many investors the last recovery after a poor start for this year. “Giant technology companies represent the US stock market, and any investor who has an authorization to own the same shares should focus on these businesses to stay over the past year,” says Charlie McClegut, the asset strategy at Nomura. Sharp reactions indicate the significant decline in the financing differences this year that institutional investor centers in equities have changed before the big fall Monday. This leaves the market in the hands of investors focusing on the short term, making quick reactions to the news, which can lead to excessive fluctuations. Investors would probably put themselves in a place to take advantage of the positive January season, but the opposite winds that came by investors who rely more on the methodology can now turn into obstacles. The concentration has changed before Monday, as some investors have made their investments from major technology companies. Goldman Sachs Bank indicated that the shares of the Seven Greats (Apple, Invidia, Alphabet, Microsoft, Amazon, Meta, Tesla) had a clear sales for the second time in a row through hedge funds and joint investment funds. Currently, the net share is 15.1% of total exposure to US equities, compared to a record level of about 21%, registered in June last year. “On Friday, 95% of the questions I received about the Chinese artificial intelligence team in (Deep SIK), and the new narrative that indicates that their models exceeding the performance arise about the billions that advanced to the investment capital of artificial intelligence technology. Intelligence, where the “measures fluctuations, which have jumped with the largest percentage since December. Wednesday. According to Edward Yardini, the founder of “Yardeni Research Inc”, the deep Seck can facilitate artificial intelligence and shrink as its cost.