Monday's DeepSeek sell-off may have rattled investors who picked up shares of a top semiconductor play at any time over the past few weeks. Undoubtedly, it's not hard to imagine many new retail investors panicking in the face of Nvidia (NASDAQ:NVDA) stock's sudden double-digit percentage decline.

Wall Street views the DeepSeek hysteria as a golden opportunity to buy fundamentally strong technology stocks NVIDIA, Broadcom & Twilio.

According to a paper authored by the lab, the DeepSeek-R1 model outperforms cutting-edge models such as OpenAI’s o1 and Meta’s Llama AI models across multiple benchmarks.

Nvidia (NASDAQ: NVDA) has soared over the last two years, thanks to its dominance in artificial intelligence (AI) -- a market set to reach $1 trillion by the end of the decade from about $200 billion today.

Nvidia's GPU demand is threatened by China’s DeepSeek AI model, but its long-term prospects remain strong. See why NVDA stock is an overreaction to the news.

Other technology stocks trading at relatively low valuations to historical levels include Micron, Super Micro and Workday.

Yet many in Silicon Valley believe the broad sell-off is an overreaction to DeepSeek’s latest model, which they argue could spur wider adoption and utility of AI by radically lowering the technology’s cost,