Thanks for the corrections.

Ahh. Thanks for this insight.

It certainly does.

Until last week, you absolutely NEEDED an NVidia GPU equipped with CUDA to run all AI models.

Today, that is simply not true. (watch the video at the end of this comment)

I watched this video and my initial reaction to this news was validated and then some: this video made me even more bearish on NVDA.

Edit: corrected and redacted.

True. Thats why I tend to make small plays instead of being an absolute degenerate gambler.

The reason for the correction is that the “smart money” that breathlessly invested billions on the assumption that CUDA is absolutely required for a good AI model is suddenly looking very incorrect.

I had been predicting that AMD would make inroads with their OpenCL but this news is even better. Reportedly, DeepSeek doesn’t even necessarily require the use of either OpenCL or CUDA.

Even if they get banned, any startup could replicate their work if it is truly open source. The best thing about their solution is that it breaks the CUDA monopoly that NVDA has enjoyed. Buy your puts when NVDA bounces because that stock is GOING DOWN. There’s no world where a company that makes GPU’s is worth more than both Apple and Microsoft. It’s inevitable.