🚨 AI JUST BROKE THE MEMORY TRADE


Google cuts memory usage 6x and boosts speed 8x.
Micron Technology and RAM names sell off fast as demand assumptions get repriced.
Lower usage means falling prices.
FOR NOW.
Efficiency always leads to expansion.
Cheaper compute drives more usage, not less.
THIS IS THE LOOP
AI doesn’t reduce demand. It resets the baseline and then scales beyond it.
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