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cyclicalbreak
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$FET DEMAND ELASTICITY COULD BREAK THE CYCLE 🔥
A recent analysis on storage chip stocks suggests that traditional cyclical peaks may not apply to AI-driven demand. The key data point: AI token demand price elasticity is estimated at 1.42, meaning each 1% price drop could boost volume by 1.42%. This challenges the old rule that storage stocks top two quarters before prices.
If DRAM prices fall 30% but volume surges 42% and costs drop 15%, profit declines could narrow to ~15%—far less severe than historical cycles. Are markets underpricing the structural shift in AI demand?
Not financial advice. Always manage your risk.
#FET #AITokens #DemandElasticity #CyclicalBreak #CryptoAnalysis
🔥
A recent analysis on storage chip stocks suggests that traditional cyclical peaks may not apply to AI-driven demand. The key data point: AI token demand price elasticity is estimated at 1.42, meaning each 1% price drop could boost volume by 1.42%. This challenges the old rule that storage stocks top two quarters before prices.
If DRAM prices fall 30% but volume surges 42% and costs drop 15%, profit declines could narrow to ~15%—far less severe than historical cycles. Are markets underpricing the structural shift in AI demand?
Not financial advice. Always manage your risk.
#FET #AITokens #DemandElasticity #CyclicalBreak #CryptoAnalysis
🔥
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