Postingan

Your next phone is more expensive because a robot needs more storage than you do. DRAM prices: up double digits, again, this month. Google: just confirmed Pixel 11 costs $100 more — mobile RAM ran from ~$3/GB to ~$12/GB in a year. Kioxia + SanDisk: dropped a next-gen AI flash chip the same week the price hikes made headlines. Translation: the fabs picked a side, and it's not your pocket. Chip stocks already popped double digits this week. The question now isn't whether AI is eating the world's memory supply — it clearly is. It's whether you're early to that story or reading about it after everyone else already priced it in. NFA, just connecting dots. $SNDK $BTC $xGOOGL $DRAM #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI