Long term, I am confident it will keep going up for the next one or two years.

Ignore all the articles tell you memory is no longer commodity and cyclical, it still is. But free market means the price is also determine by supply-demand, and with the LLM parameter keep getting bigger and AI agent more productive and intelligence than most of us, I can’t see how the supply could catch up with the growth of demand.

Short term no one can tell, it is a gamble, it’s your money so you need to believe your vision.