AaronJe
10-05

Goldman is calling for DRAM and NAND memory shortages to deepen into 2027, reaching supply deficits of 5.9% and 4.6% respectively, with the undersupply expected to persist until 2029-2030. They also project global token consumption to expand 24-fold to 120 quadrillion tokens monthly by 2030, driven by autonomous AI agents. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$  $Roundhill Memory ETF(DRAM)$  $T-REX 2X Long DRAM Daily Target ETF(RAM)$ 

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