5 comments

  • yellowcake0 6 hours ago ago

    "We’re nowhere near the end of the shortage,” said Brad Gastwirth, Circular’s head of global research. “I think it lasts through the end of 2026 and at least the first half of 2027.”

    You heard it here first folks, close your memory positions Q2 2027 at the latest to avoid getting caught flat-footed when prices drop.

  • walterbell 10 hours ago ago
    • that_lurker 6 hours ago ago

      Could we stop posting the link that does a constant ddos on the gyrovague.com blog

  • throwaway81523 8 hours ago ago

    Where does Micron get $200B?