According to CoinMeta, and as reported by The Wall Street Journal, the burst of this round of storage chip bubble did not cause a systemic impact on the overall U.S. stock market; the S&P 500 index only fell by 1.6% from its historical high. Strategy fell by 83%, Trump Media's stock price dropped by 89%, and SK Hynix once tumbled by 55%. Macro strategist Russell Napier stated that the banking system is healthy, but AI investments are entering a dangerous zone. Data center spending is expected to reach $7 trillion over the next four years, and if AI productivity improvements are not sufficient to support these investments, capital misallocation will damage the economy. Moreover, AI the reliance on debt financing for construction may impact the financial system when the bubble bursts.