The market is worried that storage price increases will cannibalize AI demand... The market worries about so many things, it feels like Nasdaq is a 70-year-old mother-in-law, worrying about this and that, endlessly fretting.

Anyway, those CEOs in Silicon Valley are all dumbasses, they don’t know as much as the typists working on Wall Street. Those tech company bosses who actually spend real money on memory don’t understand AI at all—they just see their neighbor buying memory, so they follow suit, buying up all the memory in the world, and then let it gather dust in their warehouses. Do you think it’s like panic-buying salt during a radiation scare??
There’s still one issue: the market only ever looks at the immediate short term, never thinking about what would actually happen if AGI were fully realized. At that point, the memory you hoarded would become a money-printing machine, and the mountains of memory stacked in warehouses would be an uncrossable moat for anyone else.
Day in and day out, they babble about how this company has no moat, that company has no barrier—now they hoard memory and claim it will cannibalize demand. Wall Street is just nearsighted + cataracts + cross-eyed, only able to see 100 meters ahead. Actually, 101 meters away lies a mountain of gold and silver, but they stop, sit down by the roadside, and start typing a headline: "Market Worried That Memory Price Increases Will Cannibalize AI Demand" 🤥🤥
Discord in bio, buy the dip, hold long term.