Fear + Greed: DeepSeek has rattled markets. Here’s what investors think
This morning, I joined Sean Aylmer on the Fear and Greed podcast to discuss the latest market turmoil triggered by Chinese artificial intelligence (AI) company, DeepSeek. We explored how DeepSeek’s development of a low-cost large language model has raised questions about AI’s competitive landscape, leading to a historic US$589 billion wipeout in Nvidia’s (NASDAQ:NVDA) market capitalisation. I shared my thoughts on whether this signals a fundamental shift in AI and technology investing, the risks of overpaying for emerging technology, and how investor sentiment may evolve as the AI narrative develops.
You can listen to the full conversation here:
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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