The article suggests that the recent dip in Nvidia's stock price is due to concerns over DeepSeek and tariffs, but these are considered overstated. Nvidia's strong position in the AI industry, supported by the Jevons paradox and CUDA software, indicates continued growth. Additionally, Nvidia is expected to manage tariff impacts by passing costs to customers, minimizing margin effects. This analysis suggests a likely positive short-term impact on Nvidia's stock price.