Andreas Steno Larsen, CEO of Steno Research and CIO of Asgard-Steno Global Macro, is joined by Alex Mealor, the company's CTO, to give their hot take on the Chinese AI start-up DeepSeek, the impact on Nvidia, other tech and semiconductor stocks, the wider market, and the AI race. Recorded on January 27, before the U.S. market open.