…and which stocks are most likely affected?
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Oracle is over leveraged.
The neoclouds will be penny stocks.
All the gains since 2022 and more will be wiped from the hyperscalers, but some will come back as they do have a valid business - just without the growth.
Most of us will be left holding a bag of debt; the lucky ones will have an opportunity to buy up a lot of chips without homes for pennies. Whether they’re worth it, I’m not sure.
I think hardware stocks will be fine. Its guna mostly affect software related stocks and stocks for companies heavily invested in ai software.
nah, there will be panic sells and algorithms quickselling more than the market can absorb. it will also affect hardware stocks
idk when, but Nvidia will be very affected, like dropping 95% or so. Google and Ms will suffer, too.