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Josh Pantony says DeepSeek operational costs are "impressively low," but he argues that the market has the opposite reaction it should to these developments. He points to the A.I. platform's use of Nvidia (NVDA) chips as a sign that the A.I. trade will expand. Josh notes workflow optimization in tech as one stance behind his bull thesis.

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Pantony: Market Wrong on DeepSeek, Bullish for A.I. Trade

Schwab Network

Pantony: Market Wrong on DeepSeek, Bullish for A.I. Trade