The thing about the AI bubble, is that there would be a MUCH softer landing if we actually sold some of this crap to China on the way down.
Instead the American 401k and pension programs are going to take the hit.
The elites have already insider traded away significant value and the few late movers are slipping out with the bag every trading session while the government points fingers about who leaked to the press and can't tell a spy from their ass.
Not investment advice but I can't help but notice the fabulous paper wealth of Nvidia employees (which is truly remarkable) places this kinda on the edge of a full blown shitshow.
Now this 50% stat has some caveats but either way that is a lot of potential sell pressure if they get spooked.
https://finance.yahoo.com/markets/stocks/articles/50-nvidia-employees-now-worth-181432523.html
#Economics #nvidia
50% of Nvidia Employees Are Now Worth Over $25 Million: How Nvidia Created Thousands of Millionaires