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14 Aug 2026 2 minute read 0 comments Perfectionist25 $0.31
While the computational requirements of AI models increase by approximately 750 times every two years, the hardware world is battling a long-standing structural paradox. Although today's most advanced graphics processors are capable of performing tri...
8 Aug 2026 2 minute read 0 comments Perfectionist25 $0.20
Recent price movements in memory markets (especially NAND and DRAM) indicate that the market is in an "extended cycle" shaped by AI infrastructure investments, rather than a classic boom-bust cycle. While cumulative increases exceeding 100% in contra...
4 Aug 2026 2 minute read 0 comments Perfectionist25 $0.13
For a software (SaaS) or consumer goods company, a PEG (Price-to-Earnings) ratio of 0.04 might mean the company is practically free. However, the rules are completely different in the memory (DRAM and NAND) market, a sub-sector of the semiconductor i...
