Nvidia (NASDAQ: NVDA) has gotten off to a bad start on the stock market in 2025, losing more than 10% of its value as of this writing, with Chinese artificial intelligence (AI) start-up DeepSeek's launch of a low-cost but capable AI model playing a key role in the semiconductor giant's troubles.

Nvidia (NASDAQ:NVDA) shares had a nice rally today, surging nearly 5%. Yet, the stock hasn’t fully recovered from the recent bombshell dropped

CEO Jensen Huang has proven extremely adept at positioning the company for the next big technological breakthrough, as evidenced by its success with AI. While the vast majority of Nvidia's current sales come from outfitting data centers for AI, Huang is already looking to the future.

Doug and Lee talk about the likelihood of Nvidia having a dot-com-like valuation reset as more effective AI models challenge its supremacy, so perhaps changing AI infrastructure spending across the tech industry.