A 32GB kit of DDR5 cost about $80 in January 2025. The same kit sells for $325 today, and analysts expect it to keep climbing into 2027. For the first time in 40 years of computing, memory is an appreciating asset. The guys hoarding sticks like Pokémon cards are being rational. Three companies make almost all the world's DRAM. Samsung, SK Hynix, and Micron. All three discovered that HBM, the stacked memory inside AI accelerators, earns 2 to 3x the margin of the consumer sticks in this video.…