if he gets hit with hard inflation numbers again, next month, we're probably going to see rate hike prices go up on those contracts even more. And that's, that's going to spook the market a little bit.
that lasts a while, oil's going to $50. And that will ease inflation. That will be extremely bullish EM. We don't feel it here in the US because we're energy independent, but in India and the Philippines, they are furious right now
these charts to me suggest these should lead memory prices, right? Like basically demand for, this is demand for compute, for AI compute, for inference, for training. And if you're off the highs here, the next shoe to drop is fewer GPUs get bought.