bloomberg.com/news/videos/2026-07-10/thornburg-s-di-zhou-sees-memory-supercycle-video

agreed

okay let’s drop it

me too

i’m over it

or just buy chips

so… buy memory stocks

but di zhou’s saying demand is about to explode

idk

or is it demand?

like… is it just supply?

what’s the *actual* bottleneck here

okay but back to memory

lol

i’m waiting for the memes

no

also has anyone seen the new spider-man

cool

yep

so it’s just that

oh

memory supercycle hype

what’s going on

wait who’s joining late

i’m confused

or short them?