What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
Sure it’s scuttlebutt but wouldn’t surprise me as being true.
AI is not the bubble. The USD and bonds that are covered thereof are the bubble, and it had burst recently.
Huh?
This, from Mark Moss: https://inv.nadeko.net/watch?v=ttMDQB0TJJc
Not watching that. Would you like to explain?
Long story short, Moss explains how we’re in heading towards an inflationary crash, instead of a deflationary one, like what 2008 was. 2001, 2008, 1929, and 1903 were all deflationary currency crashes if I’m not mistaken, and this one will be due to the US Dollar failing, which is predicted to happen this year (due to the amount of money printing that happens as a result of Babylonian money magick). However, I have a sneaking suspicion this has to do with some length of time before the crash is noticed.