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Chip makers may be fully booked now and have extra revenue because of AI, but that also creates deferred demand elsewhere. The prices will not fall immediately because of the crash of a single company. The scarcity has probably negative impact on the economy in general, so stock market should recover after that quickly or at least stay near a healthy valuation level.

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when market sees huge storm of un-bought devices, prices will drop, companies waiting on the line will also drop their contracts because they don't want to buy chips with pre-crash prices and renegotiate their prices

Yes. Those on the demand side will benefit from it. And that‘s the whole point. It is much healthier situation economically than current, very distorted market.

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