The end of the AI bubble
・Last week, as I said “the atmosphere has changed,” “SQ is at a turning point,” and “the end of the AI bubble,” the mood of decline has come.
・I was saying, but how about ☺️
・The ratings for Alphabet and Tesla were lowered in a timely manner from yesterday's concert.
・It's the end of the AI-driven market.
・Economic indicators were announced in July, but there is no FOMC, and since most investors are not in market prices during the summer vacation period ahead of Jackson Hole in August, it is illegal to compete here.
・Since it was converted due to quadruple witching on 16th (Friday), are you gradually increasing cash from where you said it was a decline?
・I think the sharp drop from summer to fall is an opportunity.
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