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by martinvol 74 days ago
RAM prices haven't crashed yet and it'll take time because it has to propagate within the supply chain. Micron is -20% from the top already https://www.investing.com/equities/micron-tech

Stock price is the best forward indicator I can think of
1 comments
cwillu 74 days ago
That might be true, but it's still straightforwardly wrong to say that RAM prices have crashed, and it calls into question everything else they write.
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martinvol 74 days ago
yeah good point, although it's just one of all the catalysers I mentioned. I fact I had written most of the post already before I saw the news about RAM.
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