Episode Details
| Title | What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell |
|---|---|
| Date | 1/29/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $SILVER - Bullish on silver due to potential increased demand for solar panels driven by the high energy requirements of large AI models.
- “That's why I'm bullish on silver. I I'm annoying about this online because I think that the real implementation, if we're all using 400,000,000,000 parameter models, that's a shit ton of electricity.” - Alex (29:56)
- 🟢 $ENERGY - 🔒
- 🟢 $TSM - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $AAPL - 🔒
Bearish:
- 🔻 $AIMONOPOLY - 🔒