ISHARES TRUST forum
NDX If 8-bit and classification AI acceleration truly make AI more accessible for consumer and edge computing, it’s not a threat. It’s actually expanding the market for NVDA and the chip industry. Just like when China started making budget smartphones, more people could afford them, but they never replaced high-end flagship devices because the use cases and demand were completely different.Lower-spec solutions like Deepseek won't reduce enterprise AI chip demand. Companies aren’t scaling down their AI ambitions just because of a cost-saving alternative. It simply doesn’t meet the performance needs of high-end AI workloads. If anything, it adds another layer to the AI ecosystem, increasing competition and pushing innovation. At the same time, broader AI adoption across different sectors will only fuel greater demand for GPUs and chips. Thinking Deepseek will slow down the AI chip market is like saying budget phones would kill high-end tech. It just doesn’t work that way.
VIX 
VUG VTI 
SOXX
SPX SOXX NAS100 The bears said that the market would crash last December, and when that didn’t happen, they claimed there would be a correction in January. Now that they’ve been proven wrong again, they’re arguing a March correction. Perhaps the market will start correcting only after the S&P 500 hits 7,000. Anyways, CES has just started—it’s time to buy silicons.
NDQ SOXX 
SMCI 
AAPL 
AMD SMCI had a big jump down. Semi conductor demands with the limited supplies won’t solve markets revenue keeps growing. Limits on supplies can’t be sol ved in less than 2 years. Except for demands for AI, silicon inflation can’t spur ordinary usage demands. Apple will disappoint us soon now with no innovations with iPhones and disappointing sales numbers.
SOXX buy the fu****g deep!!
SOXX looks overextended. I'm expecting a quick 2-5% pullback.