Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.

Good afternoon. Today is Thursday, February 6th, and I'm your host, Kim Kong. Our top story so far.

Two U.S. House lawmakers plan to introduce legislation to ban Deep Seeks app from government-issue

devices over security concerns that could turn over user data to China's government.

The bill written by Representative Darren LaHood, Republican of Illinois, and Josh Gottheimer,

Democrat of New Jersey, is similar to how Congress banned TikTok from government devices.

Gottinheimer said in a statement that it has been determined that Deep Seek's code is, quote,

directly linked to the Chinese Communist Party, and user data can be shared with state-owned ChinaMobile.

He added that China Mobile, which has ties to the country's military, has been banned in the U.S.

by the Federal Trade Commission.

In addition, the South Korean Industry Ministry

has temporarily blocked staff from accessing DeepSeek, citing security risks.

Hoarder says the government issued a notice directing ministries and agencies to apply caution

about using AI services, including DeepSeek and ChatGPT at work. The Deepseek AI model

ducked the question about being banned, saying, as an AI assistant,

I don't have access to internal company information.

Moving to AI stocks, Morgan Stanley reiterated Nvidia as its top pick,

noting that the Deep Seek sell-off is a buying opportunity.

Analyst Joseph Moore said that sentiment has worsened around potential longer-term

risks, but near-term business continues to be firm. Blackwell supply visibility continues to build,

and customer desire to spend is clearly on display. Confidence continues to build for both Hopper

and Blackwell chips, and they expect positive language to come back into the mix post-quarter,

...