TechFlow news — On January 13, according to Jinshi News, top technology analyst and managing partner at Deepwater Asset Management, Gene Munster, predicted that the AI tech bubble will continue expanding over the next two years and is expected to burst in 2027, potentially triggering a 30% decline in the Nasdaq index. Munster noted that hardware stocks such as NVIDIA may face the most severe impact.
Munster believes that as U.S. economic growth slows, corporate AI applications deliver results below expectations, and hardware companies struggle to meet investor performance expectations, market anxiety will rise, ultimately leading to a sell-off in tech stocks.
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