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I'd have a better portfolio right now if I invested in RAM instead of equities.
by matt_heimer 2mo ago
I'd have a better portfolio right now if I invested in RAM instead of equities.
- saltcured 2mo agoRAM is more like agricultural products (with short shelf-life) than commodities like fossil fuels, mineral ores, etc. You can manage an inventory or speculate on production, but you cannot really hold a "portfolio" of it in any sensible way. So, you should get into RAM futures if you believe this is more than a transient arbitrage sort of situation. All extant RAM will become obsolete as the demand shifts to newer, fancier versions.
- Tenoke 2mo ago>but you cannot really hold a "portfolio" of it in any sensible way. xAI effectively did and lucked out to cover their losses and more with it.
- fc417fc802 2mo ago> All extant RAM will become obsolete Yes but on what timescale? Replacing the > 5 year old sticks in my laptop would currently cost well over half what the machine ran me when it was brand new.