

Not sure I agree.
First, stocks tend to be highly correlated with “the market” (see financial “β”/“beta coefficient”). For example, look at, say, The Home Depot or Ford Motors. From January 2000 to January 2003 (spanning the dot com bubble) they each lost about a third of their value, yet these are not “dot com”-centric companies.
Second, the promise of AI is that it will help every company that has desk jobs. So every company has this expectation now priced into their stock, and if the bottom falls out, well…
Not an analyst/I don’t pick stocks, but just my 2¢.
On low end CPUs you can max out the CPU before maxing out network—if you want to get fancy, you can use rsync over an unencrypted remote shell like
rsh
, but I would only do this if the computers were directly connected to each other by one Ethernet cable.