- the RAM crisis is going to lead to a huge pop in these stocks, a huge price increase across the board, then a brutal reckoning as everybody realizes that AI is a bubble and suddenly NVIDIA/AMD/Broadcom doesn't need every ounce of HBRAM
- Just in: SanDisk has accepted LTAs but is demanding 100% upfront cash payment — Taiwan DigiTimes. $SNDK
- Smart of Sandisk to demand cash up front.
