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FOMC, ECB, BigTechs earnings week / ALL about : (Kimi) DeepSeek threat to Mag7 - risk of a watershed moment

Writer's picture: StéphanStéphan


  • Wow, Deepseek is now the 5th most downloaded iPhone app in the U.S. across all categories, ahead of Google or Instagram ! China is moving very very fast... first DeepSeek - now Kimi (language model) - and it's free with unlimited usage >>> Big tech is spending/spent 10's of billions on fast-depreciating infrastructure and training, while Deepseek R1 has delivered comparable results for just 1/100th of the cost, the numbers are HUGE clearly, the main point we been making lately is the massive CAPEX spending from big US techs will have to be monetized, it may well have become a lot harder now >>> risk off event, crypto not liking it either, quite bizarre we flagged Deepseek last Wednesday , the U.S continues to pump and dump ridiculous 'meme' stocks and coins, on newswires Friday already and now all over social media with spicy details #HSI up overnight! >>> a watershed moment ?

  • Marc Andreesen tweeted “DeepSeek is R1 is AI’s Sputnik moment”

  • Trump Would ‘Rather Not’ Put Tariffs on China, Maintains Threat

  • Politico - Europe hasn’t grasped the real economic threat from Trump - must read!

  • Rupert Murdoch has now spent around £2bn in keeping the truth about the way his news organisations operate out of the courts in the UK and US

  • $MSTR - MICROSTRATEGY SUDDENLY HAS A TAX PROBLEM, AND NEEDS HELP FROM TRUMP'S IRS

  • Chinese 'artificial sun' sets a record towards fusion power generation >> arguably even biggrer than DeepSeek >>> Humanity continues to inch forward toward nuclear fusion power, and China is setting the pace for this segment of next-gen sci-fy technology as well

  • Every constituency in Britain favours trade with EU over US, new poll suggests

  • If the US imposes a 25% tariff on all Colombian exports, the already red-hot coffee market is going to get even hotter. Colombia is the world’s top-3 coffee produce












Europe is misdiagnosing Trumpian economic policy and preparing for a battle against an America that no longer exists. For decades, Europeans bought into the myth that American prosperity was built on free markets and entrepreneurial grit. But then came Bidenomics, shattering the illusion and exposing what had always been hidden in plain sight: America’s industrial dominance has never been a free-market fairytale. It’s been fuelled by a secret industrial policy rooted in defense spending, targeted subsidies, and state-driven innovation. That model is now being ripped to shreds just as Europe is trying to replicate it.

>>> this story is huge, even if half of it is rue Why everyone in AI is freaking out about DeepSeek | VentureBeat







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