Waiting for the market to be less insane is somewhat akin to waiting for the s&p500 to drop a decent amount so you can buy in.
lol this is so wrong it's funny - equities go up in price, commodity goods go down in price. the two markets are literally diametrically opposed.
So, you should get into RAM futures if you believe this is more than a transient arbitrage sort of situation. All extant RAM will become obsolete as the demand shifts to newer, fancier versions.
xAI effectively did and lucked out to cover their losses and more with it.