As much sure as every big tech did in last 20 years. And not as one of those 3 exceptions out of 10000000s of actual contracts And you will pay for it through big tech companies, whether you like it or not

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Then again, there's that Texas Tech QB gambling on whether an individual pitch is going to be a ball or strike

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When the shoe and toilet company is suddenly become tech infra companies, you know something is up.

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Maybe Xerox will have its revenge and start stealing tech ideas

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They have dibs on the best chip packing tech for a few years and have cracked their latest node, and next gen by the sounds. Combine that with excellent new mobile cpu designs, revamped x86, and they're pretty much two big tech foundry customers away from the big break (who are all hiring to test intel's production process), along with some foundries coming online next year and a bunch of other things like wafer efficiency upticks and agenic ai cpu usage. Essentially, they've turned a massive corner. Their balance sheets will go from huge capex sinks to profit machines. It's remarkable, and could have went up shits creek if they didn't pull off the current node production.

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I won’t touch this stock again because their cfo violated their nda and from my readings we are approaching a real shock from this hormuz shit which big money will move from speculation to valuation and poet doesn’t make money. “According to RBC Wealth Management head of investment strategy Frederique Carrier, a rule of thumb used by the firm's chief economist is that an oil shock needs to last between three and six months to have a sustainable impact on inflation. Nuveen global investment strategist Laura Cooper said her firm still had AI tech exposure given its profitability, but was countering that with "dividend growers", infrastructure and real assets such as real estate and gold miners as a hedge against risks.” https://money.usnews.com/investing/news/articles/2026-05-01/analysis-investors-are-running-out-of-time-to-brace-for-true-oil-shock

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Ongoing lawsuit against OpenAi. In court he admitted to creating OpenAi to basically destroy google :/ This was like in his court testimony in the past week or so. Google is fucked, everyone here's just huffing copium acting like downvoting the bearer of bad news is gonna save their google calls :/ here's an article on it from the past week court filings/details: [https://www.cnn.com/2026/04/30/tech/takeaways-elon-musk-openai-sam-altman-lawsuit](https://www.cnn.com/2026/04/30/tech/takeaways-elon-musk-openai-sam-altman-lawsuit) Plus everyone's forgetting that GOOG's revenue is like \~55% from search engine services... and OpenAi is eating their lunch. Let's not forget that Deepseek and other Chinese Models are eating Google's lunch by providing search engine services via ai FOR FREE. But yes. Let's all downvote the bearer of bad news, like I invented this information -\_-

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I think Corning is the most interesting on this list. It generates crazy revenue from AI but also life sciences, enviro tech and others. Wide moat and would easily survive in a downturn or a cut in AI spending

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I got a used EV la couple of years ago because was way cheaper after all the free govt money. They depreciated harder than your hours at Wendy's. Fun car to drive.  The only thing faster than the torque is its rush to pay for itself in operation savings over the old tech.

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This is what recession actually looks like. Only data centers and megacap tech monopolies are keeping GDP up.

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