[bigbadfeline]

> It is stress in the consumer economy

The consumer economy is the reason for existence of everything else related to economics. Corps stressing the consumer economy is like the tail wagging and starving the dog. Amirite?

> everything is flocking and concentrating around AI related hardware due to better ROI

The "better ROI" is the results of crooked financial schemes that steal from the consumer economy and redistribute to corporate fancies.

The circular debt schemes being employed here are going to be bailed out by the consumers by inflation and starvation, outright bailouts of the CDS market are quite likely as well.