Back
“Memory, not logic, is the real bottleneck for AI, and DDR memory prices are going ballistic because nobody can make enough of it to feed all the chips being built.”
Source
Dwarkesh PodcastYouTube“Elon Musk – "In 36 months, the cheapest place to…”27:10
“I'd say my biggest concern actually is, is memory. Um, so the, I think there's, there's a, the, the path to creating logic chips is more obvious than the path to, um, having sufficient memory to support logic chips. That's why you see DDR prices going ballistic”
Performance
Entry$383.37
Current$975.56
Since call+154.47%
Confidence72%
How this was scored
Entry$383.37Feb 5, 2026 · 17:02 UTC · paste.trade
Current$901.35Jul 15, 2026 · 17:30 UTC · Finnhub
Horizon3-12moparsed as 12mo
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.