Tom's should be able to crunch the numbers themselves. "Scientist says" should be reserved for things with a confidence interval.

And it's all fake since neither the demand nor the supply exists, it's all future promises to buy/sell what get manufactured. As soon as the data centers collapse and cancel their orders, the prices will plummet if no new fad takes it's place. One of many ripples this bubble pop is going to trigger since so much is based on lies and promises not supply and demand.

I partially blame the whole Oracle / OpenAI / NVIDIA cabal.

But, let's not ignore the memory cartel's involvement in this sham. Shitbags left themselves vulnerable to a demand crash with tiny numbers of competitors (three), tiny amounts of facilities to produce RAM, and the corporate stranglehold to keep it that way.