@xianc78 the part nobody learns is "AI eating the supply chain" and nobody bothering to ask why the market isn't responding correctly.
the whole point of market economics is [eventual] self-correction. when it's not doing that, its almost always due to horseshit. (samsung twirling glowsticks from the roof about record ram profits is probably a sign of said horseshit; they're all celebrating getting to overcharge, they're not exasperated that they can't produce.)