Sticking with DRAM at $55 – Am I seeing the bigger picture or just hopeful? 📈

I entered the DRAM market at $55, and honestly, the recent volatility has me checking my phone more than I’d like to admit.

With the AI boom driving HBM demand, I felt confident about the "Supercycle," but the price action doesn't seem to reflect the hype just yet. I’m curious to hear your thoughts—do you think the supply shortage in 2026 is enough to push us past the $60 mark, or is the macro environment too heavy right now?

I’m planning to hold, but I’d love some rational perspective on whether the long-term thesis still holds. Let’s discuss!