POPA Recon❓Source why you shouldn't invest in memory now
❓Source why you shouldn't invest in memory now 1. the moment of consensus - MU Goes From $90 To $1,100, Becomes AI Era's Leading Bottleneck - The problem is that now everyone knows memory shortages and AI demand - Disappointment is more reflected than good in higher expectations markets 2. The supply bottleneck is a double-edged sword - Lack of memory is a boon for price increases - However, if the production and shipment volume are not met, sales and profits are below expectations - In other words, even if demand is strong, stock prices could plunge if they fail to sell supplies 3. long-te…
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