Haymaker Daily

A continued look at DeepSeek

Hello, Subscribers!

Undoubtedly, NVIDIA shareholders are in acute hangover mode this a.m. Of course, the carnage was much more widely distributed than “just” the $600 billion market value hit NVDA incurred during yesterday’s meltdown. Even my beloved uranium was deep-sixed by DeepSeek.

Natural gas also suffered and, as warned in our Haymaker publications, it was extended and vulnerable after a massive run since last September.