@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

Henry Fudge
Henry Fudge
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Friday 06 November 2026 18:10:28 GMT
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henryfudgeofficial
Henry Fudge :
Atleast we all get to play gta6 am I right guys?
2026-11-06 18:11:19
307
cyberfox_007photo
cyberfox_007Photo :
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
tasbirm
Tasbir :
BEAUTIFULLLLLL. RAM AND SSD PRICES ARE FALLING
2026-11-07 12:42:22
27
captainsmithy89
captainsmithy89 :
Is that a Cardiff accent I hear?
2026-11-12 00:25:02
2
oo00o0ooo00
oo00o0ooo00 :
pc build without having to sell an organ
2026-11-06 18:23:29
888
charlo90909
charlo :
chatgpt suggests investing in land in Amish regions, and in companies that supply the Amish.
2026-11-06 20:05:39
42
felixmartin14
Felix Martin :
I might be able to buy my pc at last 😂
2026-11-06 19:19:46
178
jaffarlejamjar
JaffarleJamJar :
I forget you're Welsh until you say Data Centre 🤣🤣🤣
2026-11-11 15:26:56
0
nikimcglynn
Niki McGlynn🇬🇧Organised Mind :
No one wants data centres apart from tech bros
2026-11-07 13:33:41
39
jd462919274
James :
GTA VI? Thanks Obama
2026-11-06 19:27:49
66
danielbrorsanholm
Daniel Brorsan Holm :
Is he sponsored by Rockstar or just really really hyped for GTA 6😏😁
2026-11-11 11:27:19
0
chrisgraneyward
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
destroyh2o
Hメ𝟶 :
Hope it keeps dumping
2026-11-07 09:09:45
15
du_dreckssau
du_dreckssau :
Sumitomo got clapped too. But they’re back up 13% again
2026-11-06 18:17:48
19
y777sin
pani🧛🏿 :
pleaseee i just want 32gb ram sticks 😭😭😭😭😭😭
2026-11-06 18:52:40
12
glitchy_k11
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
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
verolaruiz
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
milk_and_1
mrtomclark.com :
Has this got anything to do with the rentier black hole
2026-11-06 21:33:52
6
colinmackay74
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
krulleofc
Variableofc :
Do you think the dip is a sign of things to come?
2026-11-06 18:33:06
8
urbanwolf238
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
buckarooponzi
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
nnnn.zzzz90jjjjb
soldattorp :
AI stocks are undervalued. They have unlimited demand and are the ultimate technology
2026-11-06 20:29:50
2
ruggyfresh
★𝓡𝓾𝓰𝓰𝔂𝓕𝓻𝓮𝓼𝓱★ :
Is that Welsh I am detecting in you accent?
2026-11-08 05:44:17
2
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