DRAM has transitioned from a c

DRAM has transitioned from a commodity to a Giffen Good, a shift relevant for $Micron Technology(MU)$ shareholders. Why? Because it grants exceptional earnings power. The income effect shows a "survival" flip: in 2026, DRAM acts as an inferior good uniquely. A data center has a fixed budget, say $1 Billion. When DRAM prices double, that budget buys less. To maintain operations, firms prioritise DRAM purchases. This avoids business extinction amid disruptions. No substitutes exist: NAND cannot replace DRAM in 2026. DRAM becomes a "luxury necessity" in the data economy. Logically, this aligns.

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