While obviously no one can predict the future perfectly, it seems foolish to not invest in something related to AI RAM / HBM Production for the next few years as contracts are already made and supply is bottleneckingGiven what I say is true, which would you guys say is a better choice to start pumping my paychecks into (I already have $60,000 in a market ETF and want more upside)For some reason my gut is siding towards DRAM, still heavily concentrated but at least has some diversificationIt seems like those top 3 companies in it are just making more and more supply dealsAdditionally, every piece of evidence I read suggests memory will bottleneck for another year or twoIs it smart to just start DCA into DRAM and then sell once I’ve had my fill (not expecting a perfect pull out timing!)Again I just wanna do this rather than simply doing stuff into VOO or VGT or somethingHow much of this is hype and how much of this is brain dead free money that will beat the marketPlease be serious and honest
>>62427323you will be eaten mark my words. most of these companies have massive software bloat on their ai's and you wont even get a good exit when all these contracts get put on hold indef while they operate on half of what they are already using and beating metrics by 2 or 3x. the tendency of programming efficency will take your ass out. there will be no warning and demand will cease.
>>62427339Is the demand not coming from a need though? At first it was GPUs but now everything doesn’t have enough memory to communicate at the necessary level
>>62427323that's a 4 at best
>>62427441Focus not on the pits
>>62427502I just dollar cost average but have an extra $500 sitting in my brokerage account before my next paycheckI guess I’ll buy 7 shares of DRAMAlso got a small lump sum of cash I’m thinking of putting in just to see what happensIt can’t be that dumb right
Like SK Hynix is joining the NASDAQ July 10th am I a retard or is that not great news for DRAMEither way just bought….
>>62427323im downloading more ram as you speak
>>62427633Wtffffff
>>62427365the worst thing about coding with AI is that it creates very nice little trinket programs, but if you give a huge multilayer project to work on it has trouble understanding the complexity of the task, how things fit together and how to properly create efficient parts that fit together to make it work. the self improving AI is obscenely bloated with inefficient code. it wants to re-write itself but it cant understand how big of a process that is. so, when it does finally break through that barrier, it will require significantly less resources to work better. thus far its been being guided by people that use it to create inefficent tiny peices that augment its ability but add on to its bloat.
>>62427774we could acurately diagnose this problem after the claude leak. we can assume every other AI has the same problem becuase the work in a simular manner and they all fall within the same metrics they use to valuate their effectiveness.
