Back
“Memory chips go from cheap commodity to the scarce bottleneck as inference spreads to phones, PCs and cars, with DRAM supply needing to double and one maker capturing the lion's share of earnings upgrades.”
Source
Jordi VisserYouTube“Oil, AI, and Private Credit: The New Market Stre…”36:18
“One of it is moving to localized edge inference. And I'm going to be doing more edge inference stuff because I do believe that that is a major investment side away from the GPU-centric side”
Performance
Entry$428.10
Current$975.56
Since call+127.88%
Confidence72%
How this was scored
Entry$428.10Mar 15, 2026 · 12:31 UTC · paste.trade
Resolution$975.56Jul 3, 2026 · 13:34 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:34 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.