Chinese AI startup DeepSeek sparked a massive tech sell-off after unveiling an artificial intelligence chatbot that it says uses much cheaper chips. The revelation raised big concerns about chipmaker valuations, specifically that of AI darling Nvidia which saw roughly $600 billion wiped from its market cap. The plunge in Nvidia accounts for more than half of the overall $1 trillion tech wreck. But disruptive tech investor Ivana Delevska thinks the plunge in tech shares is a buying opportunity. In this interview on In the Money with Amber Kanwar, Ivana explains why DeepSeek only strengthens the Nvidia thesis, she answers your questions and crucially tells us what tech stocks she’s buying right now.
Recorded on: Monday, January 27th, 2025
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Amber & Jillian chat
1:45: Amber & Ivana chat about DeepSeek & Nvidia
17:30: In the Money Mailbag: Ivana answers your questions on Tesla, Palantir, Google, GE Verona, quantum computing and Shopify
32:30: Ivana’s Pro Picks
40:50: Goodbye & coming up next
Sponsors
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DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
