>>62110458
>buy RAM
top is in

>>62110458
>buy low sell high
wow good job anon

>>62110458
>be OP

“I’ll buy commodities in the most efficient market on earth and make free money”

lmao

>-5% wholesale?
congrats you discovered margins smaller than payment fees
>+7% sell?
PayPal + shipping + returns already ate that
>-10% vs competitors?
so you’re undercutting AND profiting? pick one retard


exit liquidity for amazon sellers top kek

>wait for +50% by 2027
ah yes the classic strategy of bagholding RAM sticks and praying for a cycle why not just buy micron stock and stop pretending you’re an entrepreneur

>30% profit after costs
you forgot:
• damaged stock
• dead inventory
• price drops mid cycle
• customers returning shit after opening it

real margin is 3–5% if you don’t fuck up and one bad batch is a full wipe

so you have no edge, no supplier control, no demand control, no moat
so know i wouldn't fucking invest in this

>>62110458
>would /biz/bros invest in this
no

>>62110685
>“I’ll buy commodities in the most efficient market on earth and make free money”
most efficient?
they have like 2 suppliers on earth, and are in severe lack of supply capability.

would you be sceptic also 1 year ago? running this plan would give a +300% profit.
of course now it will be harder, and there is a risk of missing the market (high - low),
but also it might be still time (buy high - sell even higher), shortage of foundries is good looking here.

Question is will gamers just decide to not buy upgrades at all.

>>62110681
>>buy low sell high
>wow good job anon
thx. got any commodity with more chance of an +50% in next year?
(hard mode: besides btc. and no, not some stupid alt)

>>62110458
No. Memory is going to fall off a fucking cliff. Buy the super dip when everything crashes.

>>62111451
>Memory is going to fall off a fucking cliff.
isn't it true that the only 4 vendors of ddr ram (Samsung SK hynix Micron CXMT) are allocating like 85% supply to AI centers, only 15% for customers?

This supply will not improve much in next 2 years.

>>62110685
>>-5% wholesale?
>congrats you discovered margins smaller than payment fees
>>+7% sell?
>PayPal + shipping + returns already ate that
>>-10% vs competitors?
>so you’re undercutting AND profiting? pick one retard
shipping costs are usually added to the price.
probably same with payment (or pay with crypto)

>wait for +50% by 2027
ah yes the classic strategy of bagholding RAM sticks and praying for a cycle
no significant new supply (fabs) will be helping before late 2027.

risk is if LLM needs collapse and walfare capacity becomes free again,
or PC gamers and all computer users completely give up

LLM collapse, if ever, is probably at least a year away still,
and I don't think enough gamers will give up (even if they would, this still would not reduce the price much - as long as the demand from LLM remains)

>>62110458
>>62111553
Reminder openAI went to every memory/storage chip maker and verbally told them they will buy as many as they can make and for as long as they make those, then the chip makers were like we're all hecking solderino!!! Price ramp up 6969%!!!

>>62111906
this but for real, and more like 600% (since normal prices year ago), that's the top I'm counting for.

>they don't know about computer hardware cartels
good goys

>>62110458
> did not incorporate cost of borrowing into profit
what is the net profit anon? nobody gives a fuck about gross.

>>62111451
This.

>>62111553
If you've been paying the slightest attention to the news SINCE that happened, you'd have nooooticed that only something like 40% of datacenters are still being constructed, because Trump didn't suck Altman's dick about giving him infinite government gibs to subsidize the buildout. Probably the only time Trump has stood up to a kike in his life.

If the market ever gets around to pricing that in, expect cheap DRAM again.

Anyway, I'm glad I bought a 64GB pair of sticks over a year ago and missed the great ripoff.

>>62116734
>Trump didn't suck Altman's dick about giving him infinite government gibs to subsidize the buildout. Probably the only time Trump has stood up to a kike in his life.
That is not the only AI system out there.
Entire AI "fad" is NOT going away. AI often sucks cocks, but at the same time it is extremely useful at some tasks - and will never die.

Like the "dot com" bubble - many sites were shit and died (like neocities, geopages whatever) but humanity overall uses like x100 more of the internet than in 2000-2005.

And this bubble will need chips, which are very hard to scale up production, unlike internet providers or simple web page hosting / web page software creation.

>>62110458
>- wait for price +50% eps. the DDR and SSD will most likely do that by 2027Q1
the nigger part of the plan that will not happen

>>62110458
If you did this one year ago, you would have been mocked by the same people mocking you in this thread today. As of today, though, no one knows where prices are heading. There is certainly more risk now that we could be peaking in the memory cycle.

>>62117359
>>- wait for price +50% eps. the DDR and SSD will most likely do that by 2027Q1
>the nigger part of the plan that will not happen
>because I say so.