memory
September 2026Live view →
Where the voices land
All voices 1 voice1 bearish
Bearish
- BPBen PouladianBearish Memory is a commodity without a software layer, so margins won't hold once supply catches up. “same thing with parts of memory, same thing with hard disks, same thing with MLCCs” ▶ 27:33 Token Bill Dwarfs CPU Bill | Ben Pouladian on Me… · 30 Sept
1 bearish
Mentions
8 in September 2026Mon 31Thu 24 · 2Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Dan Nathan 3 mentions
- Jack Farley 2 mentions
- Bloomberg 2 mentions
- Max Wiethe 1 mention
- Gary Marcus 1 mention
- James Chanos 1 mention
- Ben Pouladian 1 mention
- Dan Niles 1 mention
See what your own voices say about memory, every morning.
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