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If it really plays out like this… lol, that would be amazing.
Jefferies held an expert call with a memory consultant, and according to this expert, memory prices are expected to rise 40–50% QoQ in 3Q26, followed by another 30–40% QoQ increase in 4Q26.
This is significantly above the current consensus expectations of 15–20% in 3Q and less than 30% in 4Q.