RAM

WistopherWalken

Perhaps RAM is also more technically complicated than you are assuming?

madness_incarnate_22

If toxic twitter is to be believed, apple&co kept them racing to the bottom for past 10 years, until only a few survived. Now the idiotscalers started a price war and RAM makers refuse to ramp up, because killing all of the competition gave them an unintended oligopoly by sheer luck.

madness_incarnate_22

Top tier? They just survived beggar years=semi cyclical decline by being the cheapest along with Samsung. That's it. RAM is no arcane technology that others have tough time copying, such as Nvidia's CUDA and AI architecture.

oxide238

at least give credit where credit is do, they are a top-tier RAM maker, probably #1.

madness_incarnate_22

Models s/x were barely selling anymore, made in expensive california factory. Cutting them was a rational decision. re xAI, true but musk is the only one of retarscalers who is building domestic US fab for RAMs. So his capex is at least understandable. whatever. Even if you discount whole AI part from SPCX, the space business alone has way better moat and outlook than zero-moat RAM maker Hynix. No way it should be priced less than that

madness_incarnate_22

Only because hyperscalers went full retar mode and sacrificed their entire FCF on altar of korean RAM makers. That doesn't mean it's well managed company, it's just means that mag7 CEOs are incompetent.

madness_incarnate_22

We live in a world where mid-tier RAM maker (Hynix) has 1T valuation. In light of that, world's only reusable rocket cargo shipper and world's only space internet company should surely be valued ... what? Less? Nothing? Is that some sort of Musk discout?

LankyGuitar6528

I'm just sitting in the bleachers for this shit show. Got my EV and Solar back in 2022 and sorta loving both. Of course it doesn't help when the trucks hauling my food can't find diesel but at least I can laugh at all my neighbors with their RAM 3500's. Which seems fair because they were... unkind... when I got my Ioniq 5.

Cruxalis

>When some people borrow (have more money in their pockets) and others lend (have less money in the pockets), there's no increase in overall nominal spending (meaning, demand). In theory yes, but the way the US government handles debt is by borrowing more money to pay their old debts, over and over. There's no real plan to pay it all back. So it's really just a convoluted method of printing money. But they do it in such a way that it doesn't immediately cause inflation, and instead all that extra made-up money gets bound up in bonds and subsequently drives up the entire asset market, including stocks. Rich people love it when stocks go up so it keeps happening. Sometimes it spills over, like when corporations buy up all the RAM in the world or when boomers with large portfolios reverse mortgage their houses to live it up for a few years, and those sectors suffer a inflation nuke of sorts.

Scaevus

If AI can solve complex math problems unsolvable for humans, that implies they can one day be used to research and develop practical technologies that are currently undoable by humans with our limited meat RAM and pathetically short biological depreciation cycles.

moorhound

Silicon Data and this CRWV pump are both stupid dogshit CRWV is pumping because they're financially anchored by a bunch of aging NVDA chips, and Silicon Data is saying NVDA chips aren't depreciating. Their basis for this isn't based on resale value, but on "future rental income", which is notably *not a fucking fixed number* and very likely to go down now that ASICs are hot and once RAM supply crunches cool down. Tl,dr: I fucking have CoreWeave, it's a bitch ass company and deserves to go bankrupt

Granum22

They're focusing on making RAM for AI. There will be shortages and price hikes on the RAM used in every other kind of electronic.

turnleftorrightblock

Yeah i forgot about RAM prices and whatnot.

music_is_gud

I got RAM instead 😏

nekromantiks

Turns out buying 64GB of RAM and a 5090 early last year were the best investments I've ever made lmao

trackdaybruh

Woops, I meant to say RAM. Accidentally said DRAM instead

Radiant-Scene-5171

## Aliens and light beings will visit earth this month to impart secrets of producing RAM. Get ready for calls.

PhgAH

Every RAM they manufactured is going straight from the factory floor to Data Center, so more supply constrain in the near future.

unhappyreach_

Quantum AI blockchain RAM 🤔

trackdaybruh

Basically, they are switching a good chunk of their DRAM productions into HBM4, because of the decreased DRAM production there will be shortages of DRAM inventory. DRAM is used for RAM, including VRAM. This means enterprise and consumer RAM and GPU (GPUs that are using GDDR and not HBM) prices will be going up even more

AaronOgus

Gas Turbines and BYOP for now. Renewables with battery storage later. Some CSPs are buying renewables and batteries for utilities to offset their new gas turbines until they can adopt greener solutions. RAM, HBM, CPUs, HDDs , flash, GPUs, and building DC capacity are the bottlenecks. All are under severe strain, and they all need to ramp together to build the AI future. The value is obvious, digital workers in the cloud. It’s a race to build them at scale.

AsANetflixSubscriber

If you’re rich you don’t care about the price of RAM, you just buy it. Get rich, friend.

Apple2o

50% of the cost of a new data center is buying RAM LMAO 🤌

GrandioseD3lusions

I appreciate the sentiment but RAM was way slower and cost like $200-$300 per gb. It costs like $7-9 today and 18 months ago it was $2

PyloPower

I agree the RAM situation is not sustainable. It is just supply & demand going completely crazy. Companies, new or existing, will expand capacity and pricing will decrease. However, if companies pour billions into RAM R&D and there are new RAM chips with significant performance improvements, maybe there will be some winners that get long-term high valuation.

No-Paint-5726

I think its impressive but not impressive enough to buy RAM at 10-20 times what it was last year. Companies will dope up on cheaper open source. I think the new kimi and qwen are just as good for "AGI" which is the problem.

reverse_stonks

Look at him, just a silly guy goofing around. Simpler times back then, we didn't really have anything to worry about. Well, except a couple of aviatory mishaps and the whole war thing and the huge crises. RAM was cheap though

Junior_Inflation8991

Lmao agi has arrived bois artifical gaslighting incompetence from the likes of sister molestor Sam Altman. AGI CANNOT EXIST WITHOUT A CONTEXT WINDOW IN THE BILLIONS U RETARDS. CLASSICAL COMPUTING IS A SCAM A MACHINE CANNOT BE SENTIENT WITHOUT REAL LONG TERM MEMORY THAT REQUIRES QUANTUM RAM WHICH BARELY FUCKING EXISTS AT THIS POINT

SheriffBartholomew

That's not all we got. He gave us so much more! Like a meaningless war in Iran, a private Gestapo that executes American citizens in the street. 200% increase to gasoline prices, 600% inflation across discretionary goods. 1000% inflation on hard drives and RAM. Tariffs that we paid for that he then "refunded" corporations for, meaning he's just handing our money to corpos without any legitimate reason. The list of gifts is long, my friend.

ConstantBuyer4377

I don’t think LLMs are near peak and I am moderately long the AI supply chain. But there’s a lot of uncertainty here IMO. What if supply ramps/bottlenecks clear, what if inference becomes less RAM-heavy, or if models become sufficiently differentiated that margin moves from hardware to software.

King-Ed-7s-Cacti

It is awesome actually on computer, if you have tons of RAM and good cpu. Phone app is good too, imo compared to fidelity and merrill.

MegaWeinerFarts

Agree, which means they're going to have to find new customers to make up for the difference. Call me a pessimist but I don't see hordes of Conservatives giving up with RAM 1500's to ride around in an electric Johnny Cab.

sovinder

Lowkey just trading and selling RAM the past month and a half has been a infinite money glitch

Soy_tu_papi_

The reason why RAM has become four times more expensive is that a huge amount of RAM that has not yet been produced was purchased with non-existent money to be installed in GPUs that also have not yet been produced, in order to place them in data centers that have not yet been built, powered by infrastructure that may never appear, to satisfy demand that does not actually exist and to obtain profit that is mathematically impossible.

Own-Recipe5908

The new engram LLM architecture that came out on the new Qwen is going to massively change how intensive it is to run big models. Basically makes a large part of the model able to run in slow RAM or even an SSD without slowing down the overall model speed.

Fancy-Presence-5585

Same bullshit as last time. Wallstreet  LOVES compute sellers.  Literally worships them.  Microsoft announced their azure went from .1% of revenue to .5%? +30% because muh COMPUTE Same thing with amazon.  RAM and Semis are dead, now it's muh COMPUTE 

throwaway9gk0k4k569

The funny thing is that RAM and NAND are pretty much the ONLY chips going up, if ever so slightly. It's all the other semiconductors that are going down and down and down every fucking day more and more and more.

Sure_Let6170

Red after red, decline after decline, and people here still shill for mag7 CEOs pretending those crappy stocks were not floated only with buybacks. Considering zero dividends it only fits. Now that they sacrificed their entire FCF to gods of overpriced korean RAM, they're slipping to Paypal levels. And honestly, well deserved. Tech giants my ass. I hope Walmart and Nvidia buys them off once they get low enough.

geddysbass2112

RAM 1500

upazzu

I wouldn't care about all this AI bs if only it wasn't completely destroying the hardware market making everything with a RAM or GPU in it extremely more expensive and its only getting worse

fomoandyoloandnogrow

*And who are you? The proud AI bull said, “that I must bow so low?”* *Only a retard of a different coat, that’s all the truth I know.* *And a coat of GPU’s or a coat of RAM, a Bull still has catalysts, and mine sharp, and volatile my lord, as volatile and short as yours.* *And so he spoke, and so he spoke that lord of AI bull retardamere.* *And now the rains weep over his port, with no one there to hear.* *Yes now the red weeps over his port with no one left to buy.*

TequilaTrader

My move is to watch RAM rise like my 🍆

Spear_n_Magic_Helmet

you wouldn’t download a RAM

BansheeGriffin

First the RAM, now the ladyboys..

illinformed-will

good question ! i mean agentic oil will solve the problem so we just need more GPU and RAM

veryboredengineer

Not only building fabs will take years, there is no guarantee the RAM cycle is still hot after it is complete. Let the existing suppliers burden that risk in the form of a premium on current prices.

achay10

A RAM measuring contest, if you will

jl2l

The simple explanation is you have a CPU and you have memory ram in a normal computer. The CPU does the processing and it transmits what it processes over a memory bus into RAM where it's then interacted with. If it's a program for AI, the way the models work is it has to be a giant unified memory. Imagine a terabyte of RAM but from multiple machines but from the operatings systems point of view. It's all one thing so you could have four computers with 256 gigs of RAM but it's one system that has 1 TB of RAM. The limitation is the memory buses swapping data between them. The reason why there is a gap is because in your brain the neuron is the equivalent of both RAM and CPU neurons transmit but also add computation to the signal. That's why certain things are autosomatic meaning your brain doesn't really think about it. You just do it because the neurons are wired. The signals have been reinforced over and over again through repetition and your body can add more computation to the neurons that are firing when you do something without thinking. To replicate this in Hardware you would need memory that can also do computation which doesn't exist. Really Samsung is figuring this out based on what this guy above us told us. But your brain does this for way less energy and using way less memorys because evolution is better.

Sure_Let6170

Less risky than spending your entire MASSIVE free cash flow on buying overpriced RAM sticks? Let's not pretend RAMs are some arcane technology with moat and patents like Nvidia's cuda cores and AI architecture. Those HMB chips may be harder to make, but nothing too extraordinary. Damn musk is already building a fab for these in US, and seeing these contracts are fixed till 2031, he may actually end up being the smartest here, as crazy as it sounds

Sure_Let6170

I hope this agreement will cost Sundar his chair. For the price of those RAM sticks, he could have build 3 own fabs. Hell, for the same price he could have probably bought both Hynix and Micron last year. Insane lack of strategic planning.

Sure_Let6170

I dreamt I was a CEO of mag7 company and all I wanted is to buy the most overpriced stick of korean RAM in history so I can boast in front of other mag7 CEOs. Then I woke up and found out I am actually a mag7 CEO and that's exactly what I am going to do. My shareholders ain't shit. All that matters is having a longer stick of RAM than other CEOs.

gphie

I know, right? Has me wondering what all these GPUs and RAM are even for. If my brain can run AGI and store terabytes of memory on 15 watts, what's all this power for? Sounds like an issue with the transformer architecture and not compute

Sure-Kangaroo-3915

so we're just pouring half the money into sticks of RAM now? cool cool, nothing could go wrong

Unoriginal-Cake

Part costs are going wild is why the market is looking ugly so even shorting stock is risky in any tech sector, I looked up several monitors of Dell and they've moved 15% higher on the "Pro" series so PC parts aren't the only thing lowering expectations. Earnings reports are going to get uglier even if demand for Windows 11 gear by workplaces to replace Win10 stuff. Dell could break records of volume sales due to Win10 EOL, yet the cost of everything is going to influence the P/E ratio on a 52 week range and folks compute future earnings based on "costs factors". Keep in mind if a workplace is paying close to Dell volume sales on a Dell Pro 16 with 32GB RAM / 1TB SSD under $1700, Dell is only making about $100-150 per unit order before extended warranty or SonicWall gear upsells as those models include a 3yr onsite warranty. If QA tanks like COVID/1yr after COVID the warranties lose a ton of money. I've seen some corp ordering from doing office orders with several solutions providers and the order delays are matching similar concerns at Apple reaching near 2-3month delays--Cook said several warnings and he was the person that consolidated Apple in 1998 to regain profits from 10yrs of 1 million+ losses year to year so trust a CFO that became a CEO based on those metrics. Dell is more than likely following the Apple product line consolidation strategy to survive. This is what happened in the Dotcom era, speculation/rapid growth and consolidation of product lines by Dell and HP to streamline their parts supply channels--Apple went the four product lines in 2000(two consumer and two prosumer in the same way until RAM prices went back to normal). Look at the current consumer lineup of Dell, they hedged the 13XPS hard knowing most consumers will use that to survive the Win10 EOL cheaply just like Apple launched the Neo to fill the mainstream price gap. I'd only expect Dell gets a boost in the earnings report from sales as most people in the office realm are ordering 8-24 PCs in a quarterly refresh cycle based on build delays. In my sector there is a rumored max order of 1000 13XPS 16GB models from this year reaching to late 2027/early 2028 so Dell likely expects that level of orders. This matches what I wrote above of Win10 EOL pushes workplaces to go "minimalist" until prices go back to normal.

GurHot8359

i just want cheaper RAM and graphics cards :(

throwaway9gk0k4k569

That's why NVDA went up and RAM and NAND and the rest of the AI trade went down. Because it's all fraud.

thecementmixer

I just want cheap RAM and beef again.

wotoan

No, the only thing that matters is RAM speed for inference, manufacturer doesn’t matter. Again, bet on what AI can let you do rather than who sells it - like solar.

beeftime99

Looking at the rest of the business is even bleaker in the case of AI! The investment is meant to satisfy almost entirely synthetic demand from mostly two companies, both of which are have no path to profitability beyond them creating AI models so good it lives up to the economy-obliterating, human-history-rewriting AGI pipe dream. Beyond that, it's not even clear that if they somehow met current "demand" they'd become profitable. Inference costs haven't gone down, training costs \*can't\* go down, and depressing token costs (which the users already demand, and is the only way to ensure ROI for enterprise consumers) is going to require both more datacenters and outfitting datacenters with chips that cost more to build and run. This isn't like the railroads or even the dotcomm bubble where the infrastructural buildouts were useful after the initial players went bust, the infrastructure here is not only extremely specific (the RAM architecture isn't really good for anything but LLM operations) and so unsuitable for alternative in-industry use cases (we don't need 100GWs of CDNs...), extremely time sensitive both in hardware maintenance and upgrades, expensive to run. LLMs are a last ditch ploy by a hypergrowth industry that ran out of hypergrowth ideas two decades ago and it is only as big as it is now because it has a real use case (unlike NFTs or the metaverse, say). But it's a few billion dollar industry, not a multi-trillion socieconomic sea change no matter what a k-holed Amodei sputters out.

Pretty-Raise666

"nobody needs more than 64kB RAM"

j909m

You can stockpile gold to protect yourself from inflation. You can’t say the same about RAM or beef.

YourPalJake

My bet is that once a correction has taken place, and electronic prices & supply for consumers(GPU's, CPU's & RAM etc) has restored to before Altman his MOU starting the RAM squeeze the development will go in favor of people running local optimized AI models that can offer this same day to day convenience features.

Aggravating-Sky8572

You mean cheaper chips and RAM will never come along? Chips are the text book case of cyclical industry, for a reason.

footlong24seven

It's not like RAM suddenly became abundant. Still sold out for years. Bullish DRAM

Comfortable_Thing611

You know gow badly i want to upgrade my GPU? You know gow badly i want more RAM? Its all i think about, all day everyday.

No_Feeling920

How much is 1TB of photonic latch (D)RAM? 😄

Boring-Test5522

keep in mind the GPU and RAM in datacenters are totally different beast. You cannot sell them to anyone except other datacenters.

StrangeInsanity

Go to bestbuy and buy a reasonably affordable one. You don’t need a fancy ass high end cpu, RAM & gpu combo. As long as you have a solid internet connection, you’d be aight.

60days

Thats the really interesting bit now they're starting to build silicon around their current models. What happens when some new architecture pops up out of the blue from another company that solves one of the huge problems with transformers (absurd KV Cache RAM reqs, or context limits altogether!). No more huge RAM demands, and what about if the in-house silicon becomes obsolete then? Apparently Jalapeno only took 9 months from design to tape-out, which is extremely fast - fast enough to be reactive and keep the lead potentially, at great cost. But then what if the disruptive breakthrough is kept proprietary instead of open-source... Many paths it could go down from here.

mannnerlygamer

Hyperscalers are still hyperscaling. RAM is still in shortage which would imply that chips are still in demand as well anything contributing to the construction of data centers. Someone will find something negative on nvidia but they won’t miss the quarter

Reasonable_Goat

There is something weird about the bubble this time: The LLM based AI systems genuinely reached a level that could automate processes that were impossible to automate a few years back. It feels human level intelligent to me in many ways and smarter than a large fraction the population in many domains. That said, I see the recent open parameter models becoming so strong that I also doubt the frontier models offer enough edge over them for Anthropic to justify their margins per token in the long run. So I am not sure who will come out as winner (except RAM manufacturers) if the AI race/bubble. Maybe the winners will just be boring companies that manage to automate their boring stuff faster than their competitors?

snugglezone

Demand for AI is not going to tank, but because of Open Source models from Z.ai, Qwen, DeepSeek, Minimax, Tencent,... the list goes on, Anthropic and OpenAI would need to create something UNPRECEDENTED and maintain that gap, otherwise they have no product. Semiconductors, RAM manufacturers, GPU manufacturers, Data Centers are still going to be maxed out because companies WANT to use LLMs. They'll just host their own models for super cheap or pay an alternative provider for way less than whatever OpenAI and Anthropic need to charge.

bluen

Nvidia should just own the whole stack GPU, CPU, RAM, SSD

bluen

Wen sp much RAM they sell it at dollar tree?

puts_on_rddt

Not one person here seems to actually be paying any fucking attention. Look up the reasoning benchmarks for AI models over time. Compare the release of "Qwen 3.8 27B" to these models. I can run a local llm on my 4090 that is more powerful than shit everyone was offering a year ago. People drastically underestimate how much of an impact China and their open weight models will have on the profits of the large providers. Look at /r/LocalLLaMA or LocalLLM and see how many people are talking about using this new Qwen as a daily driver. My conservative estimate is that anyone with 24GB of RAM/VRAM will have access to a model that is as powerful as Claude Fable in about three years. At some point, the autocorrect-on-steroids will become as good as it needs to be.

keithhernandeeznuts

RAM Ram my Arse full of Mens cum

SexualDeth5quad

Basically, yes. But also rare Earths and various geopolitical and economic factors. The RAM shortage, and even competition between companies and AI rates. AI rates drop some of the overvalued circus clowns are going to lose their investors and then they'll really be in trouble. No more burning up billions every month on something they know won't be profitable until 2030, if ever for them. Nothing is guaranteed for the companies in the lead right now. If you think that's impossible look at Intel, Oracle, and numerous others that were caught completely unprepared for market changes. That all plays back in power too. A tech downturn will slow down the power grid build out. They need to get the power grid done before the datacenters.

AntiAntiDentite7

Power is something that can always be solved. You can't do anything about RAM or storage as those facilities are already at capacity.

Historical_Item_968

They are DtC, don't make their own RAM, and consumers aren't buying ram at these prices. They lose money in most other hardware they make. Absolutely terrible play but good luck

fat2slow

Imagine they fall to earth and most of the RAM survives.

Tea-Swiz

As a techie the whole "AI data centers in space" pisses me off. Sure, it sounds cool, but runs into physics problems that don't get solved by better PR. Here's the facts: **Heat rejection:** No air in vacuum means no convection. The only way to shed heat is radiation, which is far less efficient. That means huge radiator surface area per rack of compute, adding mass and fragility to every launch. **Radiation hardening:** Cosmic radiation causes bit flips and degrades chips over time. You either shield heavily (more mass/cost) or accept shorter lifespans, and there's no tech to swap a failed node like on Earth. **No servicing:** Terrestrial DCs stay competitive by constantly refreshing hardware. In orbit, a failed unit is dead weight until the satellite deorbits. You're stuck with whatever generation you launched, in an industry where hardware ages out in 2-3 years. You think RAM and GPU prices are our of control now? Just wait. And the delivery problem is still unsolved. SpaceX just moved its orbital data center timeline up to Q4 2027, but Starship, the rocket meant to carry these payloads, still hasn't reached the orbit needed and has only landed its booster so far. Even Wall Street (JPMorgan) is modeling real scale as a 2029+ thing, timeline announcement notwithstanding. Might make sense for niche cases eventually, but as a real alternative to terrestrial DCs, the thermodynamics and maintainability problems are the actual obstacle, not funding or hype. This business model, at this point in time, is absolute horse shit.

Sarrdonicus

Send up a 40 footer jammed packed full of dead weight, claiming it's all GPU and RAM. "Totally tech yeah, you know, it's the way the future will be built in space," Ellen. Container conveniently crashes before the power-up. Baron Tump cashed out the day before the fireball.

Zienth

Enterprise data centers are usually not so heavily leveraged in debt though. And data center hardware still depreciates at a higher rate than other large enterprise capital investments. Imagine you bought these bonds from Coreweave. IF AN AI CRASH HAPPENS: how are you going to recover your losses from that husk of a company? It's currently buying highly in demand hardware at inflated prices that depreciates relatively quickly. You're going to have dump trucks full of GPUs/RAM/harddisks bought at 2026 prices with 2024 level of demand; and you can't just hold it until demand comes back like the houses from the 2007 crash or the fiber networks from the dotcom crash.

BookkeeperCalm9849

They putting RAM in them bras

rygypi

Yeah tbh while LLMs may be stagnating, machine learning as an industry is still young. ML can be used for optimization in any industry, and it requires good GPUs, RAM, etc. I don’t think the suppliers will ever truly crash.

TopDog_Investor

I miss the days when 98 GB RAM WAS $500 NOT FKING $2000. FKING GREEDY MOTHAFUKAS

throwaway9gk0k4k569

Good one! Their problem is, ironically, semiconductors. Because of the RAM/NAND supply problems, phone makers are making less phones, which means less QCOM chips. Their new laptop chips? Also nuked for the same reason. They have really failed to produce decent server chips, but they are trying. I used to dev on their platforms and have been in their San Diego HQ building several times to work with engineers. Their culture is really toxic. I have a lot of sympathy with their legal shenanigans though, because of how China/Taiwan works. Crazy industry. You pretty much need an army of lawyers or actual violent goons kneecapping your competitors to win.

myjumboloanapp

MU stock subreddit waffles between panicking over drops (after a 667% bull run) and gleefully cheering on surging RAM prices

throwaway9gk0k4k569

KLAR after it's earnings. They are applying for a banking license. The executives being swapped out are because they are growing so much they need better tallent. In semiconductors, just about everything is below the stupid level. AMAT, LRCX, all the main RAM names you know. GFS, ON. WING. Chicken wings.

Captain_Fordo_ARC_77

LM Studio is the easiest to get into. You need a good GPU and at least 16GB of RAM though. 32GB allows you to run the highest quality (quant) of Qwen 3.8 27b. Albeit you need some tricks to get it to fit. 

FartSniffer66642069

The AI bubble has popped and what we are seeing its deflation. RAM prices are already dropping. Demand has actually dropped significantly. It was only being propped up due to scalpers buying it thinking it would just keep going up. Once they start dumping all the RAM they scalped then prices will fall of a cliff. Memory stocks will never be as high as they are right now again.

Deep_Pudding2208

listen. can we start some kind of movement. nobody buys any tech. or pays for any tech subscriptions. until the AI bubble crashes and RAM prices fall?

_____rs

Not a good time with the RAM crisis. Sexbots need a lot of RAM to memorize all the Pokémon lore the incels want to hear.

VortexLeon

I have worked on some things that are related to quantum and I'm quite bullish. The stuff actually works and it's quite easy to test for yourself. I don't understand people that don't believe in the physics. Sadly we're far away from commercialization. Many things still have to be developed (like an equivalent ro RAM) to make it work efficiently and it's unclear how big the real use cases will be but GPUs were the same before AI. It's a long waiting game but more and more research will be done on the subject. I have a small position in IONQ. It's known in the industry that they have insane backing. With the latest acquisition of SkyWater IMO they are in a unique position.

_3470

with all the AI shit i'm seeing these days i can't believe how down i am on RAM and SOXL

throwaway9gk0k4k569

What happens with NVDA next week? What about RAM and other AI trade stuff?

Ok-Site385

DDR4/DDR5 RAM or now graphics cards

sovinder

Very annoying and stupid to have sold all my RAM at close today to buy SOXL

AntiAntiDentite7

Sure, but those products seem much more specialized than RAM. Everything used RAM and storage these days. Cars, refrigerators, toasters, phones, tablets, PCs. The demand for RAM isn't going to go away. If AI disappears, RAM is still going to be in demand.

AntiAntiDentite7

What I will say is that RAM/Storage/NAND companies are literally sold out of products until 2028 at the earliest. That's pretty insane on its own, but when you favorite on that those products can only be produced by a handful of companies and that starting up a new FAB can take nearly a decade + billions of dollars, it's hard to see their price taking substantially anytime soon. Even if AI were to vanish overnight, they would likely still be sold out as there's a massive backlog of companies trying to get those products currently, but they can't. A company like Valve is worth billions and they've basically been told to fuck off when inquiring about RAM. Sony and Microsoft have new consoles coming that require high amounts of RAM and storage. These days everything requires it. I think RAM/NAND/Storage will remain decent plays moving forward because those companies have cornered a market that will only continue to be essential. Obviously just my two cents, but I'll continue to hold.