What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
Sure it’s scuttlebutt but wouldn’t surprise me as being true.
well, that is what the phrase contradicts… if things were rational, yes the retail market would directly and proportionally affect the financial markets… but in reality, the financial markets are more speculation than reality so you could be promising to sell polished turds with AI (which makes no sense, nobody wants and you won’t sell a single unit) yet your company’s stock is evaluated in the billions