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by fittingopposite 25 days ago
Like Taleb says: "I've never seen a shortage not followed by a glut." Just wondering when this time is and got how long end consumers should wait for prices to fall again strongly.
3 comments

Did he ever check housing market in certain developed areas?
Then China needs to ramp up DRAM production, because the big three won't in a significant enough fashion to bring the glut
No it's not about interesting supply. The logic is that the demand will just plummet when the general economic situation turns because we have over provisioned the datacenters
I'll wait forever, if necessary.