It isn't really just a stern bubble but the entirety of pinball. Eventually the people with big money will move on and games will stop selling. The pinball bubble needs to burst before the Stern one does. But can Stern survive? If trends/prices go back to what they were in the early 2000s what will that mean for Stern? Can they produce a game and sell for $4000 and turn a profit? Maybe but things will need cut (code) more than likely.
At that point will people be willing to sell the CV that they bought for $6700 for $4000? Maybe as long as all games have value relative to each other but what of the people looking to get out? They told their wife "this $6700 CV will never go down in value" and now it is time to sell. Will they? Or will they just hoard it out of spite for their piss poor decision?
Would anyone see a reason to start a new company to make pinball machines? JJP prices would have been insane in 2002, even with all of the tech/innovation. If prices adjust back down to then would JJP just throw in the towel? Would Heighway and Dutch Pinball continue? There may be little incentive for them at these price points.
If/when this "bubble" bursts it could be very bad for the hobby.