Yes, it definitely let everyone rethink, but this is also over reacted. YTL Power warrant of bonus issue and Nvidea Data center concern on DeepSeek is over reacted. A very good buy now. The earning ration because on its power business is far more solid. A good buy now.
If Deepseek open source AI is a signal of game changer – Invest only in bluechip
All crazy PEs and frenzy about AI and related industries may change again. I really don’t know how to outsmart those who created the hipe and if Deepseek really shown a signal. Means everything can be again changing the expected path again.
During this turbulence period – I only like Alliance and Ambank
I am not a trader and not good at it. But if to buy anything at the moment. Got to be Alliance bank and Ambank.