Regarding whether deepseek has an impact on the long-term moat of $NVIDIA(NVDA.US), and whether $AMD(AMD.US) has a chance to benefit, I recommend referring to the opinions of real frontline experts. I previously sold all of my positions in both of them and also sold some $Taiwan Semiconductor(TSM.US). I recently bought back some TSMC, and if NVDA can adjust a bit more, I might add some more as well.
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