To develop powerful LLM AI models, all the chips in the world cannot compensate for lack of storage space. Even simple products like higher end laptops have a production ceiling and are going out of stock now.
Time to target the manufacturers behind the storage suppliers 🤗 before they get too expensive for entry. Memory shortage is real and isn't going away anytime soon.
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 154.49 | -6.34% Holding |
Modify on 2026-05-12 05:01
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