"I'm going to take this box razor and make some really deep cuts around the middle of my face because my tech sector is too good and that's actually a bad thing because $foreigners."
Which would be fine, but as we know, people securitize the crap out of their investments these days, and least some people probably leveraged themselves on some US AI companies, so now the risk is spreading outside of the sector to the economy in general, which is made worse by the sheer amount of spending on AI.