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Peter Berezin, industry influencer, expresses concern over a chart showing that certain series have never moved into an uptrend without a recession following soon after.
Berezin suggests this historical pattern could signal potential economic risks if a similar uptrend occurs again.
Berezin has previously observed that DDR5 spot prices are up but remain below past peaks, indicating that memory market tightness has stabilized. He has also explained his consistently bullish market stance from the 2010s through 2024, including during periods of volatility in 2022 and 2023, in a recent interview. These past remarks provide context for his current concerns about economic risk signals.