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by garspin 508 days ago
An alternative explaination...

Deepseek is a side project for a hedge fund.

Shorting NVIDIA & releasing everything including the source would have a high probability of being hugely profitable, with almost zero downside if it went unnoticed.
2 comments
ukoki 507 days ago
That would be an interesting 'insider trading' work-around: use inside knowledge of a private, non-US company to trade correlated stocks in public US companies.

If it was a public US company releasing Deepseek, and you shorted nvidia based on inside knowledge, presumably you'd fall foul of insider trading rules?

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sinuhe69 508 days ago
An interesting spin. But not an easy feat in any way. Yes, if you see the benchmark results, you can start speculate about its impact on the stock market

But it’s a consequence of your highly concentrated effort on the primary project (DeepSeek), not a side project.

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