10 AI Mega-Stocks That Got DeepSunk: Buy, Sell, or Wait?

In this video, Motley Fool contributors Jason Hall and Jeff Santoro break down the implications of DeepSeek for 10 of the biggest stocks affected: Advanced Micro Devices (NASDAQ:AMD), ASML (NASDAQ:ASML), Arista Networks (NYSE:ANET), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Broadcom (NASDAQ:AVGO), EMCOR (NYSE:EME), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Synopsys (NASDAQ:SNPS), and Taiwan Semiconductor Manufacturing (NYSE:TSM).

*Stock prices used were from the afternoon of Jan. 30, 2025. The video was published on Feb. 4, 2025.

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Jason Hall has positions in ASML, Nvidia, and Taiwan Semiconductor Manufacturing. Jeff Santoro has positions in ASML, Arista Networks, Broadcom, Microsoft, and Nvidia. The Motley Fool has positions in and recommends ASML, Advanced Micro Devices, Alphabet, Arista Networks, EMCOR Group, Microsoft, Nvidia, Synopsys, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.