---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43288903.md"
description: "I've mapped the entire Wall Street bear playbook on AI names:Have your favorite institution/media insert one of these name down below:1. &lt; ______ [GPUs, Transcivers, MLCC, Memory...] are a commodity set to crash&gt; 2. &lt; ______ [YMTC, CXMT, Dongshan...] from China will flood the market &gt; 3. &lt; ______ [Micron, Nvidia, ...] from unverifiable channel checks is facing issues &gt; 4. &lt; ______ [Kospi, Sivers, ...] is a bubble like the ____ [2007, 2021] crash&gt; 5. &lt;____ [1,2,3, ...] unexpected rate hikes this year&gt;6. &lt; _____ [Google, Nvidia, Deepseek ...] optimization removes the need of this!&gt;  in a new headline, and it's ready to go!"
datetime: "2026-08-08T06:26:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43288903.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43288903.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43288903.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
---

# I've mapped the entire Wall Street bear playbook o…


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