Guest Post From Citrini: Questions On China's DeepSeek And How This Alters The AI Landscape

Deepseek, an unknown Chinese AI start-up, is taking over the tech world by storm this weekend. We are not AI experts and while our knowledge is limited to the energy sphere, we were fortunate to collaborate with one of the best thematic investors, Citrini Research.

Over the past few months, I've been a subscriber of Citrini, and I've noticed that his ability to find ideas and new themes to invest in is unrivaled. For specialists like myself, I envy Citrini's ability to understand a wide range of topics with specialist-like precision.

But in the field of AI, Citrini should be considered a specialist with his prescient bullish call on Nvidia and his now more muted bullishness towards the name.

Just today, Citrini published a piece titled, "Market Memo: DeepSeeking Answers." After reading the piece, I wanted all of the HFI Research subscribers to read it as well. It is extremely insightful.