DeepSeek is not the black swan NVDA was overpriced a lot already even without r1, the market is full of air GPUs hiding in the capex of tech giants like MSFT.

DeepSeek is not the black swan NVDA was overpriced a lot already even without r1, the market is full of air GPUs hiding in the capex of tech giants like MSFT. If orders are canceled or delivery fails for any reason, NVDA’s EPS would be pulled back to its fundamentally justified level or if all those air GPUs are produced and delivered in recent years, and the demand keeps rising? well, that will be a crazy world then it's a finance game, not related with the real world