Hasn't the AI bubble already popped a bit? I mean Oracle is at less than half its ATH. SuperMicro (another company suspected of smuggling hardware to China) is not worth 1/4th of its ATH.

What does TFA mean by an "AI Crash"?

That the rushed Anthropic IPO at 3% of the US GDP won't 10x to 30% of the US GDP?

That Micron (30% down from ATH) won't be selling much RAM anymore? Or that NVidia (30% down from ATH) won't have buyers for its shovels?

We have seen complete irrational exhuberance in the stock market but some stuff are already coming down back to earth (Datadog which reached 550 P/E TTM just took a more than 50% slap in the face if I'm not mistaken).

What are the candidates for the pop? Palantir? What else?

A lot of people still don’t think it will happen so it does need to be said