r/valueinvesting
Lexar regional manager says that RAM prices are expected to double by the end of the year — 'discounts' and stabilized prices result from distributors getting rid of old stock or sourcing products from other regions
Lexar manager predicts RAM prices to double by year-end due to inventory clearance ending, signaling strong bullish outlook for memory stocks.
- Industry insider predicts a 100% price increase for RAM by year-end, indicating a severe supply-demand imbalance favoring producers.
- Current low prices are attributed to temporary distributor inventory clearance rather than weak fundamental demand, suggesting a imminent rebound.
- Stabilization of pricing signals the end of the destocking cycle, positioning memory manufacturers for margin expansion.
- The prediction relies on a single anecdotal source from a regional manager, which may not reflect global market dynamics or official corporate guidance.
- A projected 100% price hike is an extreme outlier estimate that may face resistance from downstream OEMs or fail to materialize if demand remains soft.
Still very bullish on memory stocks
When this whole fugazi ends there will be a lot of fines to be paid out
They will find the one guy that did it
What a regional manager shoud say to full its monthly quota!
With the three big IPOs and Google + Meta equity sales, I only expect the AI Datacenters buildout ramp-up to continue. The money they raise is gonna be used for that exact reason. We are talking about 400-500B raised.
Per company it seems!
It's actually in total, and they are probably gonna spend it over multiple years.
For Google and Meta, it would of course be on top of the CAPEX they are already spending.