AI companies make up 1/3 of the current stock market value in the US. Nvidia alone is 7% of the stock market. 92% of 2025 GDP growth in the US has been from AI. They will get bailed out.
I think you’re part right. I think they’ll attempt a bailout, but I don’t believe Trump’s appointments and the administration they’re creating have the skill to plan or execute a bailout (or admit to failure enough to identify that they need one in a timely manner)
They’re more likely to ram the economy full speed into rock bottom, then blame an outgroup (“the Democrats did this”) and pretend nothing could have been done.
Also, no one wants US bonds right now, so we couldn’t borrow our way out of it even if we wanted to. We’d just have to print like a trillion or more dollars all at once
AI companies make up 1/3 of the current stock market value in the US. Nvidia alone is 7% of the stock market. 92% of 2025 GDP growth in the US has been from AI. They will get bailed out.
I think you’re part right. I think they’ll attempt a bailout, but I don’t believe Trump’s appointments and the administration they’re creating have the skill to plan or execute a bailout (or admit to failure enough to identify that they need one in a timely manner)
They’re more likely to ram the economy full speed into rock bottom, then blame an outgroup (“the Democrats did this”) and pretend nothing could have been done.
I think they’re too big to bail out at this point
Also, no one wants US bonds right now, so we couldn’t borrow our way out of it even if we wanted to. We’d just have to print like a trillion or more dollars all at once
With the financial genius in the white house, I wouldn’t rule that out.
How do I short a currency?
Buy another.