Re:US Tech Market Treemap
by avrionov on Friday November 14, 2025 @05:26PM
(#45932907)
It will affect Microsoft, NVidia, Oracle at least and many other companies which have deals with them.
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And when it does, the losses in their 401Ks will be due to the artificial gains they've been seeing in the last few years.
IOW, I don't expect people's 401K to dip below what it would have been had the AI bubble never existed.