DeepSeek's Impact on the Mag 7 Stocks - YouTube

 submit   Which US Stocks and Sectors Will Win

Published Jan 31 '25. Last edited Feb 02 '25

Prediction   #competitveadvantage #deepseek #magnificent7  

Harvard Business School professor Mihir Desai on #DeepSeek impact on US tech stocks valuation: it's not as easy as previously thought to maintain #CompetitveAdvantage in AI industry. This realization challenges the basis of valuation logic for #Magnificent7 now.

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