We recently published a list of Jim Cramer Breaks Silence On DeepSeek AI Sell-Off & Discusses These 12 Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks discussed by Jim Cramer with insights on the DeepSeek AI sell-off.

Nvidia's GPU demand is threatened by China’s DeepSeek AI model, but its long-term prospects remain strong. See why NVDA stock is an overreaction to the news.

Chinese startup DeepSeek has achieved what many (including experts) thought impossible: create a foundational, competitive AI model for just $5.6 million. By comparison, OpenAI’s unreleased GPT-5 (codenamed “Orion”) reportedly requires $500 million for six months of training.

According to a paper authored by the lab, the DeepSeek-R1 model outperforms cutting-edge models such as OpenAI’s o1 and Meta’s Llama AI models across multiple benchmarks.

In a matter of days, DeepSeek proved to be so popular as to climb to the top of Apple's App Store, surpassing OpenAI's ChatGPT as the most downloaded app. But for owners of Nvidia stock, and stock traders in general, DeepSeek is on track of becoming a black swan — an unexpected event with extreme consequences.

Wall Street views the DeepSeek hysteria as a golden opportunity to buy fundamentally strong technology stocks NVIDIA, Broadcom & Twilio.