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DeepSeek! More Earnings! Trump!

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January 31, 2025

TLDR: This week's DeepSeek podcast covers AI narrative provided by DeepSeek, analysis of Tesla earnings, Meta's performance post-earnings, and Ford EV data, followed by discussion on the Fed meeting and 2% inflation target.

1Ask AI

In this episode of Wall Street Breakfast, the discussion revolves around the recent rise of DeepSeek, a burgeoning competitor in the AI landscape, impressive earnings reports from major companies, and implications of political changes under Trump’s administration.

Key Themes

  1. DeepSeek's Impact on the AI Market

    • DeepSeek, a Chinese company, launched an AI product that poses a challenge to major players like OpenAI, potentially altering the investment landscape.
    • Lower infrastructure costs claimed by DeepSeek have caused stocks like Nvidia to decline by 16%.
    • Experts express skepticism about DeepSeek’s claims, indicating a wait-and-see approach is necessary for investors.
  2. Tesla’s Earnings Report

    • Tesla reported earnings that fell below expectations, with declining operating profits and sluggish EV revenue.
    • Despite disappointing figures, Tesla maintains robust brand loyalty, which may protect it from the removal of EV subsidies under Trump's administration.
    • Investors are advised to consider Tesla not merely as a car company, but as a tech startup with a focus on cutting-edge developments like autonomous technology and humanoid robots.
  3. Earnings Highlights

    • Starbucks saw a significant increase in stock price following a promising turnaround story despite mixed earnings.
    • Meta Platforms reported mixed results, showing a fractional increase in stock, primarily due to stable gains leading up to the earnings release.
    • Upcoming reports from Ford, Amazon, and Alphabet are anticipated, focusing on EV market competitiveness and AI developments, respectively.

Economic Considerations

  • The Federal Reserve's latest meeting underscored ongoing struggles with inflation and interest rates, further complicating the economic outlook.
  • The chance of interest rates staying steady has jumped, with expectations leaning towards potential cuts further into 2025.

Practical Takeaways for Investors

  • Invest in Knowledge: Stick to deep research rather than reacting to headlines. Understanding the nuances of changing technology and economic policies is crucial.
  • Diversification in AI Investments: Given the rapid evolution in artificial intelligence, consider diversifying investments within the technology sector to hedge against volatility.
  • Monitor Company Fundamentals: Keep an eye on the balance between company operations and future promises—historically successful companies may face challenges but can still provide long-term growth opportunities.

Conclusion

The podcast highlights the critical and evolving nature of AI alongside immediate implications for key players in the tech industry, particularly in light of shifting economic and political landscapes. Investors must remain informed and adaptable amid these changes, emphasizing the importance of due diligence and strategic thinking in a complex market environment.

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