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Stocks and the Memory Sector Fund $DRAM are jumping before the market opens today.. The neighborhood welcomes you!
Goldman Sachs analyst raised memory price forecasts dramatically:
- DRAM expected to increase prices by +250% to +280% in 2026
- NAND expected to increase prices by +200% to +250% in 2026
- The supply and demand gap in DRAM is projected at 4.9% in 2026 (the worst in 15 years)
Meta $META and $MSFT confirmed the memory shortage crisis during last week's earnings...
Microsoft $MSFT , Google $GOOGL , and Amazon $AMZN signed 5-year contracts with upfront payments of 10-30%
Sector company results and guidance were above expectations...
#USSeeksStrategicBitcoinReserve #BitcoinETFOptionLimitQuadruples $XAUUSD $BTC $SOL