Comment by Spooky23

I think implying that the DRAM makers are nefarious is nuts. What would you do in their shoes?

You have to think about what’s happening in the context that its 2025. The US is different… there is no functional financial regulator. The CEO of OpenAI is trying to corner the market and be too big to fail. We’re seeing crazy stock swings with Oracle (whose CEO quit after the September stock event), AMD, Intel, etc. Much of the action is fueled by the circular relationships with OpenAI. Add the drama of malevolent players like Elon & POTUS.

If you’re the CEO of Micron, you’re in a tough spot. You have constrained capacity, delays in your new fab buildout that puts it out of play, and a market that is lucrative, but may be a massive Enron type event.

The people making the shovels need to hold tight. There’s no reason to collude. The smart move is to keep on trucking.