BAIRD: BUY NIVDIA, AMD AMID DEEPSEEK SELLOFF 🔸 DeepSeek launch raises AI power, complexity concerns 🔸 Strong AI demand persists despite uncertainties 🔸 GPU evolution seen as hardware-driven; skeptical of workarounds 🔸 $NVDA less pricey than $AVGO; AMD offers best value 🔸 Recommends buying $NVDA, $AMD on dips 🔸 Top picks in chips include $NVDA, $MU, $SMTC, $HIMX