No, equities naturally trend up with economic growth. RAM is up because of a supply shock, as new capacity comes on prices will drop, it’s a commodity.
replyYes, in the very long term, but in the medium term where the listed capacities even matter we are not close to that. Really, the cost per gb of vram on flagships hasnt went down since 1080ti and thats not accouting for the recent increases which will likely last for years.
reply> 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.
replylol 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.
I'd have a better portfolio right now if I invested in RAM instead of equities.
replyRAM is more like agricultural products (with short shelf-life) than commodities like fossil fuels, mineral ores, etc. You can manage an inventory or speculate on production, but you cannot really hold a "portfolio" of it in any sensible way.
replySo, 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.
>but you cannot really hold a "portfolio" of it in any sensible way.
replyxAI effectively did and lucked out to cover their losses and more with it.