Like the cartel will allow the prices to fall even if there was more RAM available.

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[–] 3 points 3 days ago

Exactly. If I understand the market signals, Meta has put a lot of money into datacenter shell companies that are facing a lot of local market resistance. If the market pulls back from throwing good money after bad on failed datacenter projects, combined with a lot of contraction in the social media space and slipping ad revenue, AND the mounting lawsuits, I feel like Meta could be the weak link. Again, don't quote me on that, I am guessing, but I feel like there's just enough publicly available info to make a circumstantial case.

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