[mathisfun123]

> Waiting for the market to be less insane is somewhat akin to waiting for the s&p500 to drop a decent amount so you can buy in.

lol this is so wrong it's funny - equities go up in price, commodity goods go down in price. the two markets are literally diametrically opposed.

[matt_heimer]

I'd have a better portfolio right now if I invested in RAM instead of equities.

[saltcured]

RAM is more like agricultural products (with short shelf-life) than commodities like fossil fuels, mineral ores, etc. You can manage an inventory or speculate on production, but you cannot really hold a "portfolio" of it in any sensible way.

So, you should get into RAM futures if you believe this is more than a transient arbitrage sort of situation. All extant RAM will become obsolete as the demand shifts to newer, fancier versions.

[Tenoke]

>but you cannot really hold a "portfolio" of it in any sensible way.

xAI effectively did and lucked out to cover their losses and more with it.

[fc417fc802]

> All extant RAM will become obsolete

Yes but on what timescale? Replacing the > 5 year old sticks in my laptop would currently cost well over half what the machine ran me when it was brand new.