← bubble boiTrade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“expect dram prices to fall while flash gains a larger and larger share of the pie in 2027”
@bubbleboi
Flash/NAND gains memory market share as DRAM cartel pricing pushes buyers toward cheaper flash alternatives by 2027
SNDKLONG@ $2,041.97
$1,238.77-39.33%
since call Jun 26
in postSHORT
“Dram cartel would rather engage in rent seeking behavior than add value. Won't end good for them I'll say that much”
@bubbleboi
DRAM incumbents' cartel pricing collapses as Chinese supply floods the market by 2027, dragging Micron's revenues lower
MUSHORT@ $1,150.86
$810.23+29.60%
since call Jun 26
peak +34.7%
TIMESTAMPS
in post
in post