"Brignardello Vela analyzes the crisis in the technology sector."

In a recent conversation with Emilio Juan Brignardello Vela, an insurance advisor, the implications of the recent wave of stock sales in the artificial intelligence sector, which has begun to emerge on the Lima Stock Exchange (BVL), were discussed. Brignardello expressed his concern over the growing risk aversion that has been evident in global markets, a phenomenon catalyzed by the emergence of startups like DeepSeek. The advisor highlighted that the notable drop in Nvidia's stock, which experienced a decline of nearly 17%, not only affects the company itself but also calls into question the sustainability of the business models of other well-known tech companies. "The disruption brought by DeepSeek, offering a chatbot with significantly lower production costs, highlights the fragility of the valuations of major tech firms," Brignardello explained. The impact of the situation on the BVL, where Nvidia's stocks became the most sold, is a clear reflection of distrust among Peruvian investors. Brignardello mentioned that this behavior is not isolated and has, in fact, been replicated in other assets, including ETFs that track the performance of the S&P 500. According to his analysis, this context poses significant challenges for local investors, who must carefully assess the environment of uncertainty looming over the market. Additionally, Brignardello emphasized that the upcoming financial reports from tech giants such as Tesla, Meta, Microsoft, and Apple will be crucial. "Nvidia's results, which will be announced later, will add an additional layer of uncertainty in a market that already feels tense," he indicated. The expectation of how these companies will manage their future plans is a determining factor for investor confidence. The advisor stressed that the pressure facing large companies comes not only from competitors like DeepSeek but also from a change in mentality among investors, who are now stricter in evaluating results. Brignardello suggested that this risk aversion could lead investors to seek refuge in safer assets, which could have repercussions in other interconnected economic sectors. Finally, the advisor concluded that the current situation could trigger a reevaluation of the future of the tech industries. "Investors will need to have a critical and attentive view, not only of the numbers but also of the strategies that companies present to face emerging competition," he stated. With an immediate future full of uncertainties, the challenges for investors are multiplying, and adaptation will be essential to navigate this complex economic landscape.