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How DeepSeek Caused a $1 Trillion Sell-Off

How DeepSeek Caused a $1 Trillion Sell-Off

In the Money with Amber Kanwar vor 1 Jahr

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Podcast

In the Money with Amber Kanwar

179 Episoden

In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions.

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Podcast aneignen

In dieser Episode

Amber Kanwar Host
Jillian Glickman Produktion
Giorjean Magadia Mutuc Produktion

Chinese AI startup DeepSeek sparked a massive tech sell-off after
unveiling an artificial intelligence chatbot that it says uses
much cheaper chips. The revelation raised big concerns about
chipmaker valuations, specifically that of AI darling Nvidia
which saw roughly $600 billion wiped from its market cap. The
plunge in Nvidia accounts for more than half of the overall $1
trillion tech wreck. But disruptive tech investor Ivana Delevska
thinks the plunge in tech shares is a buying opportunity. In this
interview on In the Money with Amber Kanwar, Ivana explains why
DeepSeek only strengthens the Nvidia thesis, she answers your
questions and crucially tells us what tech stocks she’s buying
right now.

Recorded on: Monday, January 27th, 2025

Timestamps

For detailed show notes, navigate using the timestamps below:

00:00: Amber & Jillian chat

1:45: Amber & Ivana chat about DeepSeek & Nvidia

17:30: In the Money Mailbag: Ivana answers your questions on
Tesla, Palantir, Google, GE Verona, quantum computing and
Shopify

32:30: Ivana’s Pro Picks

40:50: Goodbye & coming up next

Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in
assets, ATB Financial is powering possibilities for more than
820,000 financial services clients in Alberta and beyond. ATB's
Capital Markets arm is a full-service investment dealer that
offers investment and corporate banking, sales and trading,
institutional research, and risk management. Visit
ATB.com/inthemoney for more information

Links

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Visit the website: https://inthemoneypod.com/

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Follow Ivana:

X: https://x.com/ivanaspear?lang=en

DISCLAIMERS

The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice. The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company.The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.