π¨ OM/USDT Technical Analysis Thread π¨
Join me as we dive into the charts to uncover key price levels, trends, and insights for $OM. Let's see what the data says and where the opportunities might lie! π§΅π #Crypto#OMUSDT#TA
$BTC clear path for #BTCUSDT, the head and shoulder pattern is now invalidated and instead, we are in a rectangular consolidation, let's see how we react to the FVG again.
$NVDA
The DeepSeek sell-off:
Analyst Reactions:
πΈ JPMorgan (Sandeep Deshpande): Suggests the AI investment cycle might be overhyped; DeepSeek's efficiency could lead to a more efficient future.
πΈ Jefferies (Edison Lee): Proposes two strategies post-DeepSeek: continue investing in computing power or focus on efficiency, potentially reducing 2026 AI capex.
Contrasting Views:
πΈ Bernstein (Stacy Rasgon): Believes the panic is overblown; maintains outperform ratings on Nvidia and Broadcom.
πΈ 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:
πΈ 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:
πΈ 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.
DeepSeek is the black swan OpenAI and $NVDA didn't see coming.
CNBC is all over it, questioning what happens next now that this free open source model costs 30x less to operate on old hardware.
$NASDAQ is now trading in discount for the current leg up expecting consolidation in this area. Will be looking at 15m chart for a reversal Long to ATH's. This will be a swing play.
Chip stocks tumble overnight following DeepSeek:
$ARM: -5.5%
$NVDA: -5.3%
$AVGO: -4.9%
$SMCI: -4.6%
$TSM: -4.5%
$MU: -4.3%
$QCOM: -2.8%
$AMD: -2.5%
$INTC: -2.0%
US markets risk shedding over $1T in market cap today, with earnings, tariffs, and the Fed meeting in focus. Buckle upβit's going to be a wild week.
Chip stocks tumble overnight following DeepSeek:
$ARM: -5.5%
$NVDA: -5.3%
$AVGO: -4.9%
$SMCI: -4.6%
$TSM: -4.5%
$MU: -4.3%
$QCOM: -2.8%
$AMD: -2.5%
$INTC: -2.0%
US markets risk shedding over $1T in market cap today, with earnings, tariffs, and the Fed meeting in focus. Buckle upβit's going to be a wild week.