James Van Straten|Jul 01, 2026 13:23
Zuck killed the crypto bubble in 2021 with the Metaverse.
Will he put the top in the memory trade for 2026.
If hyperscalers start getting more efficient or have compute supply, it will ease the acute shortage narrative.
Could be at the start of long hyperscalers short memory/semis(James Van Straten)
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