Years ago over drinks, a senior PhD friend (now a professor) said something that sounded absolutely insane at the time:
"What if semiconductor processes get so cheap someday that we don't need DRAM and can just do everything with SRAM?"
I thought he'd lost his mind.
That idea still sounds wild today — but in a completely different way, $CBRS is probably one of the closest examples of someone actually attacking the problem from that angle.
Sometimes the craziest theories end up being the most interesting trade setups.
"What if semiconductor processes get so cheap someday that we don't need DRAM and can just do everything with SRAM?"
I thought he'd lost his mind.
That idea still sounds wild today — but in a completely different way, $CBRS is probably one of the closest examples of someone actually attacking the problem from that angle.
Sometimes the craziest theories end up being the most interesting trade setups.