Soundhound AI's (NASDAQ: SOUN) shares skyrocketed as much as 883% last year. However, the artificial intelligence (AI) stock is now down roughly 55% from its peak in late December. You can blame part of this decline on the Federal Reserve.

A 13F itemizes the individual stocks money managers bought and sold during the most recent quarter. Investors can use these filings as tools to uncover where the "smart money" is looking for opportunity.

The good part to Nvidia's poor start to the year is investors have a window to buy this fast-growing company on the dip.

That said, the stock still looks like a hold instead of a buy. While DeepSeek won't immediately pop the generative AI bubble, it is a warning about vulnerability -- especially as top LLM developers like ChatGPT remain unprofitable. Nvidia's low valuation is attractive, but it makes sense, considering the industry's speculative and risky nature.