How does a stock market crash increase RAM prices (when RAM demand goes down)?
Or would it affect people's purchasing power. I guess to some extent it does for people with significant investments in the stock market, but that's not a huge percentage of the people wanting to buy RAM or devices with RAM
The second and third and fourth-order exposure to AI spending is maybe bigger than you think. The blast radius if it pops could be quite large. Patrick Boyle had an interesting video discussing this recently https://www.youtube.com/watch?v=wTiYaWFP59Q