The AI Investor(@The_AI_Investor):Investors: hey dram makers, if you build more factories there will be more supply, price will fall and you will get crushed Dram makers: but my customers like AVGO, NVDA, hyperscalers, etc. told me they need more supply Investors: no they dont, they are clueless Dram makers: so I will make less profits if i sell more then? Investors: yes Dram makers: wait, how do you know? Investors: I read some guy post on X

The AI Investor

@The_AI_Investor

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The AI Investor@The_AI_Investor

2026.11.05 21:30

Investors: hey dram makers, if you build more factories there will be more supply, price will fall and you will get crushed Dram makers: but my customers like AVGO, NVDA, hyperscalers, etc. told me they need more supply Investors: no they dont, they are clueless Dram makers: so I will make less profits if i sell more then? Investors: yes Dram makers: wait, how do you know? Investors: I read some guy post on X