3 Articles 0 Followers
8 Aug 2026 2 minute read 0 comments Perfectionist25
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
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...
1 Jul 2026 1 minute read 0 comments Perfectionist25
Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....
