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DeepSeek thoughts: Cheaper AI is great, an overall win, but will also mean capex write offs for specific (overvalued) AI companies.
Large buying/volumes yesterday in LOM25 Puts at the $50 and $42 strike. #OOTT
Large differences in prices for US healthcare detailed here, pickaxe.ai/2023/05/24/pul… #unitedhealthcare #kaiserpermanente
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