The recent developments surrounding DeepSeek have raised questions about its impact on investment portfolios and the broader US stock market. Analysts are beginning to express skepticism regarding the sustainability of the enthusiasm for DeepSeek, suggesting that the initial excitement may be waning. This skepticism is echoed by various financial commentators, who are questioning whether DeepSeek could signal an end to the outperformance of US stocks. As the situation evolves, investors are advised to consider the implications of these discussions on their investment strategies.