Rate Of Return
Options$Oracle(ORCL.US)
Discussion, the issue still seems to be,
- Is there a shortage of memory, and do we have bargaining power?
- Is there a shortage of data centers, and do we have bargaining power?
Of course, the production lines for memory are ready. Data centers require land, electricity, and capital.
But without data centers, where do you put the memory?
Can't figure it out,
Where you stand determines what you see,
Those who fear high memory prices are all unlucky souls,
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