Comment by CodingJeebus

We are starting to see larger economic exposure to AI.

Banks are handing out huge loans to the neocloud companies that are being collateralized with GPUs. These loans could easily go south if the bottom falls out of the GPU market. Hopefully it’s a very small amount of liquidity tied up in those loans.

Tech stocks make up a significant part of the stock market now. Where the tech stocks go, the market will follow. Everyday consumers invested in index funds will definitely see a hit to their portfolios if AI busts.