Treasury yields dipping while smaller AI credit looks shaky - how do you read it?

In today's r/investing thread on falling Treasury yields, the OP linked it to bondholders stepping away from smaller AI corporate debt toward Treasuries, with a dot-com style shakeout analogy. Comments split between broad risk-off and narrow credit stress in one sector. Source: https://www.reddit.com/r/investing/comments/1xcm4ob/treasuries_yield_dropping/ What do you watch first to tell those two readings apart - IG spreads, HY fund flows, or something simpler?

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