P Equity Research 📰(@pequityresearch):Yes. I have heard the same from two other experts, including one I talked to back in August. He believes the customers of memory can simply hoard inventory during the duration of the LTA if they are really forced into it, but could result in a massive revenue slump post expiration of the contract. It would instead be better off to mutually rip away the contract in a downcycle. His views, not mine. But interesting to see it get mirrored by someone else.

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P Equity Research 📰@pequityresearch

2026.11.05 14:59

Yes. I have heard the same from two other experts, including one I talked to back in August. He believes the customers of memory can simply hoard inventory during the duration of the LTA if they are really forced into it, but could result in a massive revenue slump post expiration of the contract. It would instead be better off to mutually rip away the contract in a downcycle. His views, not mine. But interesting to see it get mirrored by someone else.