A bear case for Nvidia: competition from hardware startups, inference-heavy "reasoning" models, DeepSeek's training and inference efficiency breakthroughs, more (Jeffrey Emanuel/YouTubeTranscript ...)
A bear case for Nvidia: competition from hardware startups, inference-heavy “reasoning” models, DeepSeek's training and inference efficiency breakthroughs, more — As someone who spent ~10 years working as a generalist investment analyst at various long/short hedge funds …
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