The Fort Knox Cover-up? What It Means for Gold

Trump and Musk are demanding answers: Is Fort Knox empty? If the gold is gone, supply collapses, and prices could skyrocket instantly. Right now, I've uncovered 5 major gold predictions that could make this Fort Knox moment even bigger than people realize. One of them is already unfolding--and the window to act is closing fast.

How DeepSeek's Breakthrough Is Changing The Landscape For Multi-Industrials

Shivani Kumaresan
January 28, 2025

BofA Securities analyst Andrew Obin has provided his view about the implication of DeepSeek on multi-industrial stocks and reiterated a Buy rating on the shares of Vertiv Holdings Co (NYSE:VRT), GE Vernova Inc (NYSE:GEV) and Eaton Corporation PLC (NYSE:ETN) with a price forecast of $165, $485 and $410 respectively.

In December, Chinese startup DeepSeek introduced its latest AI model, DeepSeek-V3, which has shown comparable performance to OpenAI’s GPT-4 across various benchmark tests, noted the analyst.

According to the analyst, Investors are wary that this technological breakthrough could result in reduced spending on AI infrastructure and power generation.

Also Read: Jensen Huang Loses $20B In Wealth: How DeepSeek Hit Nvidia Stock And World’s Richest People

DeepSeek’s inference costs ($/million tokens) are approximately 70-90% lower than those of other AI models. The critical factor to monitor will be the capital expenditure plans of cloud service providers for 2025-2026, noted the analyst.

The technical report states that V3 utilized just 2.8 million GPU hours. At a rental rate of $2 per hour, this would total $5.6 million, per the analyst.

However, the analyst opined that DeepSeek-V3 was “distilled” using the previously launched DeepSeek-R1 model. Some media reports suggest that DeepSeek may have also used other open-source models, such as Meta Platforms Llama, implying that the actual training cost could be significantly higher than reported.

Venture capital investor Marc Andreessen referred to DeepSeek-R1 as a “Sputnik moment” for AI progress. However, the analyst interprets the Sputnik comparison as favorable for AI infrastructure companies.

Following the launch of Sputnik (October 4, 1957), the U.S. Federal space R&D budget grew significantly, from $0.5 billion annually to over $10.5 billion in 1958.

When a new technology boosts efficiency, it typically reduces demand. However, it often leads to increased consumption, a phenomenon known as Jevons Paradox.

A similar situation occurred in U.S. steel production after the Bessemer process was introduced: between 1875 and 1900, steel prices dropped by around 90%, while production surged from 0.4 million tons per year to 60 million tons per year.

The analyst notes this will apply to the AI sector as well. Reduced training costs accelerate model improvements, and enhanced models create more use cases, resulting in greater inference demand.

For instance, the cost of GPT-4 output tokens has dropped by approximately 80% in under a year since its launch.

Cloud service providers are still experiencing growth in non-AI revenue, with Microsoft Corp (NASDAQ:MSFT) Azure non-AI revenue rising by 22% year-over-year in the quarter ended September.

Colocation companies, which make up about 50% of global data centers, continue to benefit from favorable market conditions, concluded the analyst.

Read Next:

  • DeepSeek’s Low-Cost Model Reshapes AI Landscape: Experts Predict Shift To ‘Application Layer’

Photo via Shutterstock: KhunkornStudio.

Continue Reading...

Popular

Trump's Crypto Reserve Plan Sparks Controversy, Schiff Questions XRP Inclusion, Polymarket CEO Invited To White House: This Week In Crypto

The crypto world was shaken as Trump's announcement of a U.S. cryptocurrency reserve sparked backlash from tech allies, criticism from economist Peter Schiff, and calls for a Congressional investigation into potential insider trading and market manipulation.

China learned from Trump's first trade war and changed its tactics when tariffs came again

WASHINGTON (AP) — The leaders of both Canada and Mexico got on the phone with President Donald Trump this past week to on their countries, but China’s president appears unlikely to make a similar call soon.

Are you owed an extra $2,105 a month in extra cash? - Ad

A little-known "loophole" has allowed a handful of regular Americans to legally collect over $109,200,000 in bonus cash. And today's your chance to join them. It doesn't matter how old you are or even how much money you make. And my research shows there's no way you can be denied from taking part in this opportunity.

China strikes back at Trump tariffs with 15% levies targeting US farmers

WASHINGTON (AP) — China retaliated against President Donald Trump's tariffs with an on key American farm products, including chicken, pork, soybeans and beef.

The Single Best Electric Aviation Stock to Keep an Eye on Today - Ad

Looking for the next big EV opportunity? The market is expanding rapidly, and one stock is standing out with its innovative approach and strong industry partnerships. Find out more about this potential game-changer.

Warren Buffett's Unconventional Career Advice: 'Don't Save Your Passion For Later, It's Like Saving Up Sex For Your Old Age'

In a speech at the University of Georgia, billionaire Warren Buffett once gave a piece of unconventional career advice. He compared the strategy of building a perfect resume to "saving up sex for your old age."

Breaking: Elon and Doge's Big AI Announcement - Ad

The AI market is down--but not for long. Elon Musk's DOGE could be about to unveil a game-changing AI that could replace wasteful bureaucrats & save billions. When the news drops, we believe the market will react fast--6 stocks could skyrocket. Don't miss out on this massive opportunity!

Trump loves Gilded Age tariffs. It was a great time for the rich but not for the many

WASHINGTON (AP) — In President Donald Trump's idealized framing, the United States was at its zenith in the 1890s, when top hats and shirtwaists were fashionable and typhoid fever often killed more soldiers than combat.

Trump Threatens Russia With Sanctions Amid Ukraine Conflict As He Pushes For Peace

President Donald Trump is contemplating imposing extensive sanctions and tariffs on Russia. This move aims to pressure Russia into a peace agreement in the ongoing conflict with Ukraine.

The Gold Shift No One's Talking About - Yet - Ad

Massive gold shipments are quietly moving from London to the U.S.--no headlines, no explanations. Could a full-scale audit or a new gold-backed system be coming? Smart money isn't waiting. My gold strategy is already doubling physical gold's returns this year.

Kroger Chairman and CEO resigns following investigation into personal conduct

Kroger Chairman and CEO Rodney McMullen has resigned after an internal investigation into his personal conduct.

Market Dip: Buffett, Bezos, & 48 Members of Congress Betting on One Sector -- Don't Miss Out - Ad

This corner of the market is NOT artificial intelligence... Crypto... or any other familiar sector or strategy. Instead...It's a sector that the U.S. Gov't spends 6-TIMES more on, than our own ENTIRE military defense budget. Don't let recent market uncertainty keep you in the dark on this massive opportunity.

Which US companies are pulling back on diversity initiatives?

A growing number of prominent companies have scaled back or set aside the diversity, equity and inclusion initiatives that endorsed following the protests that accompanied the Minneapolis police killing of George Floyd, a Black man, in 2020.

Broadcom Shares Jump 13% In After-Hours Trading On Strong AI Results - Gary Black Says, 'This Should Help AI Stocks Tomorrow

Broadcom Inc. shares jumped 12.82% in after-hours trading Thursday after reporting better-than-expected first-quarter results, recovering from a 6.33% drop during regular trading hours amid a broader artificial intelligence chip selloff.

9-Minute Trade Unlocked $67,548 Income Avalanche -- Copy and Paste - Ad

Forget cryptos, pot stocks, and other "shiny object" investments. Instead, you could collect an average of $185 every day of the year with this "boring" trade strategy Forbes magazine says is "like finding money in the street."

Sam Bankman-Fried Says Prison Inmate Diddy Has Been 'Kind' To Him: 'It's A Position No One Wants To Be In'

Jailed cryptocurrency fraudster Sam Bankman-Fried shared his prison experience and interaction with fellow inmate rapper Sean Combs, popularly known as "Diddy," according to an interview released Thursday.

Trump tells crypto leaders at White House summit he's committed to helping their industry

President Donald Trump said Friday he’s committed to making the U.S. as industry leaders heaped praise on him for reversing what they said had been unfair attacks on digital assets by the previous administration.

13-Second Trump Video Could Trigger AI Shock - Ad

Louis Navellier, the legendary investor who picked Nvidia before shares exploded as high as 3,423%... Just released a video with this 13-second Trump clip about the current AI boom. Please, do NOT buy any AI stock before watching that clip. What President Trump said in that clip could have implications for this AI boom.

Stock market today: Asian shares rebound after Trump pullback on some tariffs cheers investors

BANGKOK (AP) — Asian shares were mostly higher Thursday, tracking a rebound on Wall Street after pulled back on some of his tariffs hikes.

Prices rose along border ahead of Trump's tariffs - now disruption looms

As are set to take effect on Tuesday, Hispanic-owned businesses and companies that depend on cross-border trade are already passing higher prices onto consumers and preparing to sharply reduce imports.

"Breakout Trigger" Detected on Tiny AI Stock - Ad

Don't invest another dime in NVIDIA, Microsoft, Google, or any of the other big boys. This one has the potential to be 100x bigger than all those. We have reason to believe its share price could go ballistic in the coming days and weeks. Get our No 1 AI investment recommendation of the decade.

Floodwaters still threaten parts of Australia's east coast as tropical storm cleanup begins

WELLINGTON, New Zealand (AP) — Australia's prime minister cautioned that the fallout from a over the weekend was “far from over” as parts of two states remained inundated with perilous floodwaters on Monday, even as the initial threat from the deluge continued to recede.

Stock market today: Asian stocks are mixed as week starts with uncertainty over tariffs

BANGKOK (AP) — Asian stocks got a mixed start to trading Monday as uncertainty persisted over what President will do with tariffs.

An Electric Aircraft Company With Potential to Break Out - Ad

If you're watching the electric aviation sector, this is a stock to keep an eye on with a strong market position and cutting-edge technology.

Congressman Ditches Russell 2000 ETF To Buy Lithium, Uranium ETFs

Congress trading activity shows a new unusual transaction of a Senator buying uranium and lithium ETFs.

Buffett, Bezos, and Congress Are Betting Big on This One Sector - Ad

This corner of the market is NOT artificial intelligence... Crypto... or any other familiar sector or strategy. Instead...It's a sector that the U.S. Gov't spends 6-TIMES more on, than our own ENTIRE military defense budget. Don't let recent market uncertainty keep you in the dark on this massive opportunity.

Meet the federal worker who went rogue: I hope that it lights a fire under people

NEW YORK (AP) — To billionaire Elon Musk and his cost-cutting team at the Department of Government Efficiency, Karen Ortiz may just be one of many faceless bureaucrats. But to some of her colleagues, she is giving a voice to those who feel they can't speak out.

Palantir's Head Of Defense Warns Of China's War Preparations: 'We're Not Taking It Seriously'

Palantir Technologies Inc. Head of Defense and former Congressman Mike Gallagher is sounding alarms about China's military intentions, warning that the U.S. is failing to adequately prepare for potential conflict.

Fed Wipes $2 Trillion With Secretive Move - Ad

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates. According to Dan Ferris, you should consider moving money to a unique "escape" investment right away.

Republican lawmakers look for ways to weaken state judges

TOPEKA, Kansas (AP) — Measures in several state legislatures this year have called for new approaches to weaken the power of judges.

Japan's Seven & i sells retail business to Bain Capital for $5.4 billion, plans IPO

Japan’s Seven & i, the parent company of the Japanese 7-Eleven convenience store chain, said Thursday it is selling its supermarket store assets to Bain Capital for about $5.4 billion.

A $19 Secret to Potentially Life-Changing Gains - Ad

It predicted Trump's sweeping victory. And now, this pattern says a handful of niche-sectors are poised to surge as President Trump fuels America's economic boom. For only $19, you can see how millionaire-trader Jeff Clark has used this "Magic Pattern" for over 40 years to generate over 1,000 winning trade recommendations.

Massive Losses For Crypto Traders As MELANIA Memecoin Plummets

A crypto trader has reportedly suffered a staggering loss of $15.68 million after trading the official memecoin of First Lady Melania Trump.

Apple's AI Crisis: Falling Behind In The AI Race?

Apple is grappling with an artificial intelligence (AI) crisis, as its rivals, including Amazon, surge ahead in the AI technology race.

6 Stocks Could Soar on DOGE AI News ... - Ad

Expect an announcement from Elon any day now ...Thousands of government jobs could be replaced ...By a new form of AI. This one move could save American taxpayers billions of dollars. And we believe six specific stocks could soar as a result.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright technicaltrading.org
Privacy Policy | Terms of Service