Nvidia has a cloud revenue stream though, so why would memory companies like Micron boom?
2026-08-06 12:21:05
0
Dean888 :
memory prices will go down. Once China floods the market it will go down. You just might need to wait till 2028
2026-08-06 20:22:46
3
Craig Golby985 :
they are being manipulated if you watch they were down 35 percent two weeks ago and yesterday they jumped 25 percent and today another 15 percent
2026-08-05 00:52:35
6
Princhi (Nettie) :
It's all of the billion dollar data centers being built in rural communities 🥺😞.
2026-08-07 18:24:23
0
IQMatt :
It’s estimated 30% of all hyperscaler capex is going to memory
2026-08-05 15:51:51
2
jason :
the new memory chips are much more advanced, still going much higher
2026-08-05 02:53:54
2
user781015096757 :
Come on DRAM!
2026-08-05 14:57:17
3
Sally1 :
I really appreciate your information as someone who doesn’t understand stocks at all
2026-08-04 23:55:09
17
garyred16 :
Prices of memory is crazy now. 5 years ago I could buy a server with 768gb of memory for 55k. Today I asked for a new server to replace this server I bought 5 years ago and the price came back at 165k. Same server model.
2026-08-05 00:05:19
6
🫏 Double Donkey (DDJ) 🫏 :
The key is, that running LLM's locally on a computer can't be done with less than 16 GB, so it's forcing a generational upgrade cycle in home PCs as well as commercial data centers
2026-08-05 00:30:25
5
guiseppemariomazz :
But here’s the thing though memory is gonna be here forever. There is never going to be a time where they say hey, we’re gonna build this product without a memory bank. You need to store something somewhere. You need to have a brain you need storage it’ll always be here. It’ll the value of it will always go up and down, but it will always be there forever until the world blows up and human life doesn’t need it anymore.
2026-08-06 00:10:02
1
Jack Wilson :
2026-08-05 12:51:57
2
Luffynika Ise :
come back? more like volatile...
2026-08-05 12:54:14
2
Tanner :
I’m tired of how many fake accts are copying you guys
2026-08-05 17:39:01
2
speedneeds84 :
Keep in mind it’s not just RAM, it’s high-speed storage Iike NVMe that’s in high demand and has shot through the roof in price.
2026-08-05 03:58:35
4
andrew :
SNDK TO THE MOOOOON TMR
2026-08-05 04:01:58
2
Gen Rafique :
SanDisk didn't have HBM like sk, micron and Samsung... does that effect their pricing?
2026-08-06 05:07:50
1
Yesi :
I saw him in an ethos commercial I was so confused but happy to see him on my tv🤣
2026-08-05 19:13:34
0
josecuara297 :
Are you adding to RDDT just in case
2026-08-05 16:05:34
2
C :
gambling addicts
2026-08-05 05:56:13
2
kingofthenorth_999 :
dino lost his 🍒
2026-08-05 01:06:55
2
Jake walker :
😂😂😂
2026-08-05 08:45:29
1
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