Tracking DeepSeek on Earnings Calls With Aiera

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I try to do two things in this markets newsletter
Explore new AI tools for investment research
Tie that analysis to market trends in the news
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DEEPSEEK TIMELINE
This week, AI startup DeepSeek rattled markets with its open‐source chatbot that basically matched the performance of proprietary models like OpenAI’s at a fraction of the cost.
Shares of Nvidia plunged nearly 17% on Monday Jan. 27, wiping out almost $600 billion in market value—the largest one-day loss ever recorded.
But markets tumbled a week after DeepSeek unv…


