It was a hectic week on the stock market thanks to our latest AI overlord: DeepSeek.

After announcing its R1 model achieved performance on par with OpenAI’s o1 reasoning model for a mere $6 million, big tech and energy stocks sold off. Maybe we don’t need to spend billions of dollars to achieve a juiced-up Siri.

Mike and Emmet unpack DeepSeek, what it means for the biggest AI stocks, and share a healthy dose of tin foil hat conspiracy theories. Geopolitical factors could certainly be at play.

Stick around until the end to hear two solid, boring, AI-free stock pitches. If you need a reminder to diversify your portfolio, here it is.

If you’ve ever wanted to follow along with one of the world’s most successful long-term investors, now is the time. Horizon follows Emmet’s journey to uncover the next 100 bagger, one of which might just be from Ireland. If you’d like to read about this stock and a dozen other incredible investments, sign up for Horizon.

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00:00 Intro

03:18 DeepSeek's Impact on the Stock Market

07:50 Innovation Through Scarcity

23:04 Geopolitical Implications and Skepticism

29:29 Winners and Losers in the AI Race

37:32 NVIDIA's Market Challenges

41:56 Two Non-AI Stocks Worth a Look

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