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Tracking DeepSeek on Earnings Calls With Aiera

Matt Robinson's avatar
Matt Robinson
Jan 31, 2025
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NEWS

I try to do two things in this markets newsletter

  1. Explore new AI tools for investment research

  2. Tie that analysis to market trends in the news

If you’re new here, check out the last three editions for background/ tips:

  • Demo: AI Agents in Market Analysis

  • ChatGPT's Task Scheduling: Automated Market Analysis

  • Effective Prompts For Investment Research

*As a reminder, none of this should be construed as investment advice. I’m just showing some compelling ways that you can use AI for research.

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…

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