The billionaire Ray Dalio raises evaluation fears as the new Deepseek model strikes NVIDIA shares: “A wonderful expensive company is much worse than a very bad company – NVIDIA (NASDAQ: NVDA), Apple (Nasdaq: Aapl)

Ray DalioFounder of Bridgewateer Associats, in conversation with David Friedberg on all, highlighting the importance of pricing in investment strategies led by “productivity growth drivers”, especially in the context of artificial intelligence and global economic transformations.

What happened: Dalio comments come where companies such as Deepseek make waves in the technology sector. The billionaire investor has confirmed that the focus only on “good” companies can be a dilemma.

He warned, “A wonderful expensive company is much worse than a truly cheap company.” Dalio urged investors to give priority to value and consider pricing dynamics, especially in the current economic climate.

Dalio led them to the period 1998-1999, pointing to concerns about the high prices of assets in the “hot” sectors driven by productivity growth, as well as the high interest rate environment. He warned against excessive financial lever, noting that “everyone is taking place long,” and stressed the decisive role of diversification in risk alleviation.

“I think the separators in this world have risk issues, such as NVIDIA,” Dalio added.

He advised investors to focus on productivity, innovation and sabotage technologies, but always by looking at global economic prices and trends. He stressed the importance of identifying and investing in those who lead positive change by developing and using applications.

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Why do it matter: This comes after the Chinese company Deepseek from artificial intelligence last week. She acquired attention after calling for a Deepseek-V3 model with less than $ 6 million using NVIDIA H800 chips, according to a paper released last month. The popularity has increased since then, bypassing ChatGPT to become the highest -rated productivity application on the Apple App Store.

While some analysts have expressed doubts regarding the accuracy of the reported training costs in Dibsic, there is a general consensus that its development was much less expensive than similar American models.

Dalio emphasized the competitive scene, noting that “I think the Chinese are a little backward in the chips, but they are progressing in the applications.” He expected an increase in the inexpensive Chinese goods that include these chips, and he benefited from the prevailing center in the country in global industrialization.

“They own 33 % of the world’s manufactured goods, which have been collected more than American, Japanese and German manufactured goods.”

Price work: shares Nafidia Company Nvda More than 17 % fell last week on Monday after Deepseek’s V3 Apple Inc’s topped Aapl Playstore plans. He has recovered since then and decreased by 3.79 % during the past five trading days. The stock was 3.76 % less in the market after the president Donald Trump A tariff imposed on three of its main commercial partners.

Track the boxes circulating on the NASDAQ 100 Stock Exchange, Investco QQQ TRUST, Series 1 QQq It has risen and rose by 2.22 % over the past five days, but decreased by 1.76 % to $ 513.08 in the market.

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Disintegration: This content was partially produced with the help of artificial intelligence tools and was reviewed and published by Beenzinga editors.

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