Buffet keeps money on hand ready to invest in case there is a crash, when everything is cheap. Lately I've been moderating my portfolio to be ready to buy if the AI bubble bursts in a big way. However, we know that after a crash, not everything will recover.
So my question then becomes, buy what? I'm asking you to make a double future prediction. What are your best guesses for a stock that will crash hard in the bubble burst, and then recover in a big way within a couple years after that?