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File: DDR5_.jpg (32 KB, 500x334)
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- get 200,000$ seed capital
- buy RAM, SSD, GPU, some CPU (-5% from whole seller)
- open eshop, light marketing
- sell at 7% profit if someone happens to buy

- wait for price +50% eps. the DDR and SSD will most likely do that by 2027Q1
- sell -10% cheaper than competition (still 40% profit)
- after paying loans and operational costs, still 30% profit, ez+ 50,000$ (after startup costs)
>>
>>62110458
>buy RAM
top is in
>>
>>62110458
>buy low sell high
wow good job anon
>>
>>62110458
>be OP

“I’ll buy commodities in the most efficient market on earth and make free money”

lmao

>-5% wholesale?
congrats you discovered margins smaller than payment fees
>+7% sell?
PayPal + shipping + returns already ate that
>-10% vs competitors?
so you’re undercutting AND profiting? pick one retard


exit liquidity for amazon sellers top kek

>wait for +50% by 2027
ah yes the classic strategy of bagholding RAM sticks and praying for a cycle why not just buy micron stock and stop pretending you’re an entrepreneur

>30% profit after costs
you forgot:
• damaged stock
• dead inventory
• price drops mid cycle
• customers returning shit after opening it

real margin is 3–5% if you don’t fuck up and one bad batch is a full wipe

so you have no edge, no supplier control, no demand control, no moat
so know i wouldn't fucking invest in this
>>
>>62110458
>would /biz/bros invest in this
no
>>
>>62110685
>“I’ll buy commodities in the most efficient market on earth and make free money”
most efficient?
they have like 2 suppliers on earth, and are in severe lack of supply capability.

would you be sceptic also 1 year ago? running this plan would give a +300% profit.
of course now it will be harder, and there is a risk of missing the market (high - low),
but also it might be still time (buy high - sell even higher), shortage of foundries is good looking here.

Question is will gamers just decide to not buy upgrades at all.
>>
>>62110681
>>buy low sell high
>wow good job anon
thx. got any commodity with more chance of an +50% in next year?
(hard mode: besides btc. and no, not some stupid alt)
>>
>>62110458
No. Memory is going to fall off a fucking cliff. Buy the super dip when everything crashes.
>>
>>62111451
>Memory is going to fall off a fucking cliff.
isn't it true that the only 4 vendors of ddr ram (Samsung SK hynix Micron CXMT) are allocating like 85% supply to AI centers, only 15% for customers?

This supply will not improve much in next 2 years.
>>
>>62110685
>>-5% wholesale?
>congrats you discovered margins smaller than payment fees
>>+7% sell?
>PayPal + shipping + returns already ate that
>>-10% vs competitors?
>so you’re undercutting AND profiting? pick one retard
shipping costs are usually added to the price.
probably same with payment (or pay with crypto)

>wait for +50% by 2027
ah yes the classic strategy of bagholding RAM sticks and praying for a cycle
no significant new supply (fabs) will be helping before late 2027.

risk is if LLM needs collapse and walfare capacity becomes free again,
or PC gamers and all computer users completely give up

LLM collapse, if ever, is probably at least a year away still,
and I don't think enough gamers will give up (even if they would, this still would not reduce the price much - as long as the demand from LLM remains)
>>
>>62110458
>>62111553
Reminder openAI went to every memory/storage chip maker and verbally told them they will buy as many as they can make and for as long as they make those, then the chip makers were like we're all hecking solderino!!! Price ramp up 6969%!!!
>>
>>62111906
this but for real, and more like 600% (since normal prices year ago), that's the top I'm counting for.
>>
>they don't know about computer hardware cartels
good goys
>>
>>62110458
> did not incorporate cost of borrowing into profit
what is the net profit anon? nobody gives a fuck about gross.



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