IMHO: the “AI” bubble should pop this year, thanks to Trump. As the strait of Hormuz is sending oil prices sky high, the USA being a fully fossil fuel dependent nation and data centres needing power more than anything else, should do the trick. Even though markets have not caught up to the reality, the long term consequences of the oil price shock will be massive.
I don’t think data centers tend to run off of oil.
No but the power plants do.
How do they get their RAM shipped to them from abroad?
I wish I had a stockpile of memory so I could just dump it on eBay for a super low price and try crashing the memory market. The thing is, I would need a crazy amount to even make people think twice.
Not necessarily, just enough to make people do a panic sell and have it cascade. With the right misinformation, that can be achieved with smaller amounts than usual.
It may be considered a bear raid, a form of market manipulation. It probably would result in prosecution if I were to invest in or plan this.
If they figure it out. You could always cover legal costs using Polymarket since apparently that’s somehow legal. 2 birds 1 stone.
I’m not connected enough not to go down with everyone else using polymarket.
Time to buy the dip! Suck up what little ram there is!
This video shows the reasons why the prices are staying almost the same. And the price will be down for RAM in about 2028. https://youtube.com/watch?v=2_6LNBYGT0A