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Except, that won’t help. By the time a new fab is up and running, we will probably have a massive surplus.
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You assume demand for AI stays flat.

> You assume demand for AI stays flat.

RAM has become an asset class, like real estate, or orange juice, or cattle, or collectible cars.

It’s wild to see.

I don’t know if there is an options market or a futures market for RAM.

But it seems inevitable.

Imagine the United States hoarding RAM the way that nations of old hoarded gold.


$DRAM calls



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