r/wallstreetbets • u/superdookietoiletexp • Feb 02 '25

News “DeepSeek . . . reportedly has 50,000 Nvidia GPUs and spent $1.6 billion on buildouts”

https://www.tomshardware.com/tech-industry/artificial-intelligence/deepseek-might-not-be-as-disruptive-as-claimed-firm-reportedly-has-50-000-nvidia-gpus-and-spent-usd1-6-billion-on-buildouts

“[I]ndustry analyst firm SemiAnalysis reports that the company behind DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUs, a finding that undermines the idea that DeepSeek reinvented AI training and inference with dramatically lower investments than the leaders of the AI industry.”

I have no direct positions in NVIDIA but was hoping to buy a new GPU soon.

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1.1k

u/LordDarthRasta Feb 02 '25

Sooooooooo calls on NVDA?

500

u/drempaz Feb 03 '25

Tariffs

279

u/birdlaw224 Feb 03 '25

Soooooooo puts on NVDA?

352

u/[deleted] Feb 03 '25

Tariffs

246

u/ABadPhotoshop Feb 03 '25

Calls on tariffs?

392

u/NastyAzzHoneybadger Feb 03 '25

Believe it or not…tariffs

72

u/Nephroidofdoom Feb 03 '25 edited Feb 03 '25

We have the best memes, all thanks to tariffs.

31

u/Ressy02 Feb 03 '25

Gonna have to find a way to put tariff on that

21

u/vmxnet4 Feb 03 '25

That would be both tariffic and tariffying.

14

u/Ressy02 Feb 03 '25

As long as it’s tarriffable, it’s all good.

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1

u/shredbmc Feb 03 '25

Yo dog, we heard you liked tariffs so we put a tariff on your tariffs

1

u/climbinguy Feb 03 '25

Oi mate. You got a tariff for that tariff?

1

u/Joe30174 Feb 03 '25

So, calls or puts on tariff memes?

Just tell me where to put my money.

27

u/BlurstOfTimes11 Feb 03 '25

Well done. A+

1

u/fd_dealer Feb 03 '25

Yo dawg I heard you like tariffs.

1

u/downrightwhelmed Feb 03 '25

How could I ever leave Reddit with meme gold like this?

1

u/IllustriousSign4436 Feb 04 '25

tariff is the most tariff-able word in the English language

1

u/United_Ad_759 Feb 03 '25

Ah got it Tariffs on tariffs

1

u/MinnieShoof Feb 03 '25

Tariffs on tariffs?

Stacks on stacks?

1

u/suckit2023 Feb 04 '25

Iron condors on Tariffs.

11

u/FuhrerInLaw Feb 03 '25

Believe it or not

19

u/xDubnine gaped like my port Feb 03 '25

Tariffs 

1

u/CamouflageGoose Feb 03 '25

Tariffs on tariffs

1

u/tenziki Feb 03 '25

nah bro puts on shipping companies
more tarrifs less shipping

0

u/lmneozoo Feb 03 '25

Put that d in this b outback Wendy's ($5)

26

u/flaming_pope Feb 03 '25

I’ll say one thing. This was true test of WSB stupidity.

If this was a trial run of fake narratives. It was an overwhelming success.

18

u/LordDarthRasta Feb 03 '25

The tariff on Chips wont be signed until 18 Feb. Thats plenty of time for NVDA and TSMC to talk Trump out of tariffs.

7

u/colbyshores Feb 03 '25

Conservative estimate is that it most likely Nvidia will use 18A for a portion of their chips for whatever is at capacity with TSMC

2

u/According_Win_5983 Feb 03 '25

Or bribe 

2

u/ThisKarmaLimitSucks Doombear Feb 03 '25

This is Trump's gameplan.

1

u/ZincFingerProtein Feb 03 '25

Buy the dip for chips.

2

u/Draiko Feb 03 '25

Only 10%

3

u/drempaz Feb 03 '25

For now

1

u/ToootyFruity Feb 04 '25

Believe it or not, tariffs.

33

u/StLuigi Feb 03 '25

Always has been. That dip was the most obvious time to buy in the past decade

4

u/1dot21gigaflops Feb 03 '25

LEAPS people, not FDs.

1

u/Kaladin3104 Feb 03 '25

How about this dip? Sub 100 I hope so I can buy more.

1

u/Risley Feb 03 '25

HOW THE FUCK IS THIS A QUESTION?

1

u/peeved-penguin Feb 03 '25

jensen looks indian there

1

u/Ordinary-Experience Feb 03 '25

Believe it or not,

calls

1

u/Citizen_of_Danksburg Feb 03 '25

Unironically yes but do LEAPs. Like, 4-6 months out minimum.