Comment by aswegs8

17 days ago

But will they? How greatly are they leveraged? Even if the economics don't work out anymore, they'll be able to sell capacity, pivot, etc. without causing an implosion.

> But will they?

Yes.

> pivot

Unless they pivot to literally turning shit into gold, it's going to be a hard no.

Realistically, they'll be bailed out by the government. That's what will happen. Because China can't win.