@henryfudgeofficial: Why memory chip stocks are crashing harder than the AI companies they supply Thursday: Nasdaq -5.5%, Microsoft -3%, Amazon -2%. Sandisk -22%. Micron -17%. The customers barely flinched. The picks-and-shovels makers fell off a cliff. Inelastic supply sent memory prices vertical during the AI build-out, and the same steep curve works in reverse. Now they're sitting on $31bn of new factories that open in 2029. Who's left holding the bag when the data centre boom slows? #AIbubble #economics #micron #sandisk #stockmarket
The phrase "picks and shovels" refers to an investment strategy where you buy stock in companies that supply the tools, equipment, or infrastructure needed to run an industry, rather than investing in the final product or the companies competing in it.
2026-11-06 18:43:17
489
Tasbir :
BEAUTIFULLLLLL. RAM AND SSD PRICES ARE FALLING
2026-11-07 12:42:22
27
captainsmithy89 :
Is that a Cardiff accent I hear?
2026-11-12 00:25:02
2
oo00o0ooo00 :
pc build without having to sell an organ
2026-11-06 18:23:29
888
charlo :
chatgpt suggests investing in land in Amish regions, and in companies that supply the Amish.
2026-11-06 20:05:39
42
Felix Martin :
I might be able to buy my pc at last 😂
2026-11-06 19:19:46
178
JaffarleJamJar :
I forget you're Welsh until you say Data Centre 🤣🤣🤣
2026-11-11 15:26:56
0
Niki McGlynn🇬🇧Organised Mind :
No one wants data centres apart from tech bros
2026-11-07 13:33:41
39
James :
GTA VI? Thanks Obama
2026-11-06 19:27:49
66
Daniel Brorsan Holm :
Is he sponsored by Rockstar or just really really hyped for GTA 6😏😁
2026-11-11 11:27:19
0
Christopher Graney-Ward :
They’ll just start building datacenters in other countries, space, the sea, mini/decentralised ones in peoples homes
2026-11-11 06:39:35
0
Hメ𝟶 :
Hope it keeps dumping
2026-11-07 09:09:45
15
du_dreckssau :
Sumitomo got clapped too. But they’re back up 13% again
2026-11-06 18:17:48
19
pani🧛🏿 :
pleaseee i just want 32gb ram sticks 😭😭😭😭😭😭
2026-11-06 18:52:40
12
glitchy_k :
I bought a laptop last year on black friday because I was starting to need a new one and could see prices going even more insane. I checked last month and that same laptop was £300 in the 10ish months and that was with student discount
2026-11-06 21:58:23
10
Noa Ranta :
My plan is to sell my pc now as the prices are high and wait for them to go down. I'll survive without it. Bought it used in april and now could get 50% profit on it
2026-11-06 19:22:16
6
Veronica Ruiz :
two things:
1) Henry, you can stop telling his who you are. we know. you're good.
2) I'm so excited about reasonable prices for hard drives
2026-11-07 00:14:04
6
mrtomclark.com :
Has this got anything to do with the rentier black hole
2026-11-06 21:33:52
6
Colin Mackay :
This reminds me of the likes of Global Crossing in 2000-ish building tons of backbone fibre networks, crashing out when the dot-com bubble burst, then the likes of DeutschTelekom and KPN buying all that infrastructure for next to nothing.
2026-11-06 18:50:52
6
Variableofc :
Do you think the dip is a sign of things to come?
2026-11-06 18:33:06
8
UrbanWolf :
The actual demand hasn't dropped. There were expectations that it might drop. Unfounded imo. The data centres building will continue, with some extra environmental requirements. Which is ultimately a positive thing.
2026-11-10 07:56:01
1
Buckaroo Ponzi :
Thing is it’s not a glut either way - we should all have 16gb in our phones and 64 in our laptops, if this were a better world.
2026-11-07 08:59:01
2
soldattorp :
AI stocks are undervalued. They have unlimited demand and are the ultimate technology
2026-11-06 20:29:50
2
★𝓡𝓾𝓰𝓰𝔂𝓕𝓻𝓮𝓼𝓱★ :
Is that Welsh I am detecting in you accent?
2026-11-08 05:44:17
2
To see more videos from user @henryfudgeofficial, please go to the Tikwm
homepage.