memory compression demand-destruction bear vs Jevons; MU growth price-driven not shipment-driven — reddit
Reddit
memory compression demand-destruction bear vs Jevons; MU growth price-driven not shipment-driven — reddit
Source
Reddit sentiment pull (2026-06-25, via logged-in main Chrome — the Reddit leg the intake:all scraper couldn't reach). r/StockMarket bear thread (67↑, 16c) on the memory cohort, captured because it lands squarely on the memory-supercycle demand-composition watch_for — and because the top comments + one structural nuance are genuinely useful. Net: not a new crack; the same demand-destruction axis we already track, with the retail consensus rebutting the bear via Jevons Paradox. One durable nuance worth folding in.
Related
6 events DateTypeEvent
Jun 25 UpdateMU — candidate.roundup Jun 25 SourceAsia-led global correction / memory front-run watch Jun 25 ArticleSemiAnalysis Memory Mania — once-in-four-decades shortage, supercycle bigger+longer than consensus — article Jun 25 ArticleWhere the Entries Are Jun 25 ScanNVDA Ecosystem (Composite) Jun 25 ScanMonster Scan Source links
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