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605: The Democrats Behind DeepSeek

338.158 - 371.408 Chris

This is why I believe the S&P 500 has been dominated by the Meg 7 for so long now. NVIDIA's market cap alone is equivalent to around 11 to almost 12% of US GDP. That's more than twice the relative valuation of Cisco at the height of the dot-com bubble. And all of that was shaken because one group released a series of open source models. All right, can we just take that in for a second?

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