According to Taiwan tech publication DigiTimes, most AI firms are unwilling to wait two years for HDD supplies to stabilize and are shifting to SSDs instead. To contain costs, they are choosing QLC NAND-based drives over the faster, more durable, and more expensive TLC variants.
…maybe not if you are part of that bubble in some way, e.g. by participating in the corresponding stock markets that are currently dominated by those tech companies.
So best change your investment strategy, then.
If people persist in riding this bubble out of greed, it’s only fair if they get burned when it blows up.