POPA ReconBoth things can be true at the same time - memory supplies may be tight until 2027, but prices are no longer trending upward in the near…
Both things can be true at the same time - memory supplies may be tight until 2027, but prices are no longer trending upward in the near term. Markets are a function of future expectations, and future prospects out to 2027 are already reflected in prices - that's why they grew tenfold in the first place. Investing in memory here requires something that the market hasn't priced in yet - so you probably have a long-term horizon of 10 years, beyond the next few years. So the people who aren't affected probably have a really long time frame. However, I suspect that most people trading memory ha…
The excerpt is quoted from a public Telegram channel, which owns its text.