The Minutes of Gavin Baker on dram https://minutesof.com/gavin-baker/on/dram/ Everything Gavin Baker has said on dram: 1 verbatim quote between December 2025 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:45 +0000 Baker warns a true DRAM capacity cycle could see prices increase 10X, not the typical 30-50%. https://minutesof.com/q/cd04bf33-77bd-450c-8ff0-789eaf28c649/ https://minutesof.com/q/cd04bf33-77bd-450c-8ff0-789eaf28c649/ “If the price of DRAM, if like a DRAM wafer is valued at like a five carat diamond.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 dram