Analysing the market and competitive situation: Deepseek's cheaper LLM services + providing open models for other hosts to provide => overall prices for using

Analysing the market and competitive situation: Deepseek's cheaper LLM services + providing open models for other hosts to provide => overall prices for using LLM services will fall due to competition (lower prices + more hosts entering the market); AI users won't pay so much for LLM services => LLM hosts/providers won't be able to project such high revenues or even purchase as many GPUs (and will receive less capital investment to buy GPUs since revenues per dollar invested are lower) => demand for and prices of Nvidia cards will fall On the basis of this possible logic, portfolio managers and algorithms project lower growth/revenue for Nvidia and sell off its stock, setting off the usual chain reaction as other managers notice the downward price action and follow suit in order to stop further losses.