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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notatoad a day ago | parent [-]

>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.

	▲	irke a day ago \| parent [-]
		That’s a forward contract yeah. They def do exist. Futures are standardised forward contracts traded on exchanges