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A comment on How the AI Bubble Bursts. Parent comment

Re:How the AI Bubble Bursts by leoc on Monday March 30, 2026 @10:01AM (#47574477)
I don't get it tbh. What market participants were speculating here? There aren't futures markets in RAM as far I know, though I certainly don't know much. And the supply constraints appear to have been pretty real (though maybe not immediate) if eg. Valve was begging publicly for RAM consignments. Were there pure-play speculators filling warehouses with DDR5?
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Re:How the AI Bubble Bursts by notatoad on Monday March 30, 2026 @11:36AM (#47575650)
>There aren't futures markets in RAM as far I know

sure there is. not formally, but if you hold a contract for x units of future production, you can sell that contract to somebody else who wants those units more than you do.

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Re:How the AI Bubble Bursts by irke on Monday March 30, 2026 @12:36PM (#47576502)
That’s a forward contract yeah. They def do exist.

Futures are standardised forward contracts traded on exchanges

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