[ragebol]

> 10% of the US economy is IT

The US is the IT-supplier of the world. I don't know how large a % of that comes for outside the US. But with all the 'shenanigans' of the Trump regime and the trust the US has lost due to that, that should lead to losing IT business from the rest of the world.

In other words, If Europe would disavow using US IT, as would be the wise choice I think, then Europe might close the gap.

I just hope this is not just wishful thinking though.

[rob74]

More pertinently, at the moment 100% of US economic growth is IT (or more precisely, AI). Let's see for how long...

[ragebol]

It will be a spectacular crash if/when it crashes. But there is this old adage of 'the market can remain irrational much longer than you can stay solvent'.

I'm not holding my breath for this bubble.