All market bubbles eventually pop. It's just a question of when...

"Don’t get me wrong, it’s nowhere near the lowest prices we saw before all this chaos happened, but it’s a start. This seems to have come down to three reasons.

• The OpenAI “rug pull”: Of course I’m being dramatic here in calling it a rug pull, but remember when reports showed Sam Altman had signed letters of intent to buy 40% of the global RAM output? Well, turns out those were non-binding, and as OpenAI has pivoted away from its ambitious plans to become leaner, this has impacted memory stock prices.
• The TurboQuant difference: Google’s recently announced TurboQuant is able to compress AI’s working memory by at least 6x and make it 8x faster. That dramatically eases the pressure on DRAM requirements, and AI companies may not need as much as previously forecasted.
• People don’t want to pay absurd prices: This is the most obvious. Sometimes it takes people voting with their wallets, and with new capacity from smaller manufacturers coming into play for consumer computing, you’re starting to see companies react."