Launched

[Launched @Launched08]

@soran0312_ 16

[Launched @Launched08]

Never seen a worse case of refs having money on a side,
@NRL was an unbelievable opener with NQL v NEW
The dragons v bulldogs game was more rigged than I’ve ever seen
I’m sure the refs made bank on that one
Was actually embarrassing

[Launched @Launched08]

@jczuleta In the last few sessions instos have taken some of the largest positions in history on $ALB so there’s a good chance of a meaningful bounce here…

[Launched @Launched08]

@WarClandestine It’s a stitch up

Trump and Elon are short for sure

[THE SHORT BEAR @TheShortBear]

AI bubble popped?

If the DeepSeek results are truly real, NVIDIA could find itself in a situation eerily similar to what Cisco faced after the dot-com bubble burst in the early 2000s.

During the bubble, Cisco was a dominant supplier of networking equipment, riding a wave of massive demand as startups and tech companies scrambled to build internet infrastructure.

When the bubble burst, many of these companies went bankrupt, and the market was flooded with second-hand Cisco equipment. Demand for new hardware evaporated, and Cisco’s meteoric growth stalled for years.

In NVIDIA’s case, the booming AI industry has created a gold rush for its GPUs, with startups and tech giants investing billions into its hardware.

Many AI startups, flush with venture capital, have purchased thousands of NVIDIA GPUs to train models and operate their businesses. If DeepSeek disrupts the need for such hardware or leads to widespread failures in these startups, a flood of second-hand NVIDIA GPUs could hit the market, mimicking the post-bubble scenario Cisco endured.

Key Impacts of DeepSeek on NVIDIA

•Bankrupt Startups Flooding the Market: Many AI startups with large NVIDIA GPU inventories may collapse, forcing them to liquidate their hardware, which would drive down the value of new GPUs.

•Startups operating datacenters renting NVIDIA GPUs, may be unable to generate sufficient returns on their investments, further saturating the market with unused GPUs.

•Slowdown from the “Magnificent 7”: Major tech companies, who have driven much of NVIDIA’s growth, may slow or even halt GPU purchases, with thousands of existing GPUs already underutilized and sitting idle in warehouses.

This potential chain reaction could create a perfect storm for NVIDIA, similar to how Cisco’s core business unraveled.

Why This Parallels Cisco

1. Overproduction and Oversupply:
Both companies thrived during speculative booms, producing hardware at unprecedented levels to meet demand. When that demand collapsed, they faced oversaturated markets.

2. Dependence on Startups:
Just as Cisco relied on dot-com companies, NVIDIA is tied to the success of AI startups, which are inherently high-risk.

3. Market Flooding:
For Cisco, bankrupt companies flooded the market with second-hand equipment. For NVIDIA, a similar flood of GPUs could drastically reduce the demand for new hardware.

4. Growth Stagnation:
Cisco’s dominance was followed by years of slow growth due to declining orders. NVIDIA could face a similar fate if demand from both startups and tech giants weakens.

Broader Implications for the Industry

Companies relying on expensive GPUs might pivot to new AI paradigms, leaving NVIDIA with reduced relevance in a transformed market.

NVIDIA’s current valuation, buoyed by AI hype, could face significant correction if growth slows and the second-hand market undercuts new sales.

Other companies in the AI hardware ecosystem could also face fallout, especially those directly dependent on NVIDIA’s dominance.

NVIDIA has been at the forefront of the AI boom, much like Cisco was for the internet revolution. However, history has shown that overreliance on speculative demand and an oversaturated market can challenge even the most dominant companies.

DeepSeek’s potential to shift the AI landscape could mark the beginning of NVIDIA’s own “post-bubble” reckoning.

[The Kobeissi Letter @KobeissiLetter]

The decline is accelerating:

Nasdaq 100 futures are now down -330 POINTS since the market opened just hours ago as DeepSeek takes #1 on the App Store.

This is how you know DeepSeek has become a major threat to US large cap tech.

The stock market does not lie.

(a thread)

[Launched @Launched08]

@trade4a_livin Well done mate
Good consistency and good reflection

[Launched @Launched08]

@LeveragedOver @VolumeLeaders Not even close…
However the intro on audioslaves first single was a pretty epic way to kick things off.

[Barchart @Barchart]

Award-winning technical analyst Tom DeMark says the stock market is approaching a top and compares it to 1929 🚨 Probably Fine

[Launched @Launched08]

@MrMikeInvesting Makes action on $XLF quite interesting…

[Launched @Launched08]

@jdmarkman Instos getting very busy up here on $XLF

Any other time in history you’d put your house on positioning for a heavy reversal

However the way banks have been trading who the hell knows…

Positioning first, news comes next.

$XLF

[Launched @Launched08]

@pete_rizzo_ Probably a stoner that used to use it on the dark web finally got off weed and regained his memory 😂

[Bravos Research @bravosresearch]

Markets are near all-time highs

But consumer sentiment is still at recessionary levels

This is a MAJOR warning signal

A thread 🧵

[Launched @Launched08]

@jdmarkman Instos getting very busy up here on $XLF

Any other time in history you’d put your house on positioning for a heavy reversal

However the way banks have been trading who the hell knows…

Positioning first, news comes next.

$XLF

[Launched @Launched08]

@aussiesoph Shithouse!
$CBA very poor locking customers out on the weekend - when they usually spend

[Markets & Mayhem @Mayhem4Markets]

🙃

[Launched @Launched08]

NFP never disappoints.
Passed $250k eval in under 1sec!

Gotta be a record 😝
*only needed $15k but $25k will do 😉

APEX 80% sale & 1 day to pass (obviously)

Coupon code : CYWMHMMN

https://t.co/ZLVnbG3LbW

[Launched @Launched08]

@VolumeLeaders News today??

[Launched @Launched08]

@SlackStackSlack Sorry to hear.
I think you were among many

[Launched @Launched08]

@SlackStackSlack You got the answer today.
Apparently those wicks were a warning…

[Launched @Launched08]

@JessicaDAmir I happen to agree Jess
$PDN

https://t.co/K3VKnRkgdP