---
title: "This significantly changes the balance of supply and demand, and the question is now not only how… — capitalizator_ua — DecisionGateway"
description: "statement by capitalizator_ua, recorded 2026-11-09 — verbatim quote and source citation."
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statementSaid on 2026-11-09

# **This significantly changes the balance of supply and demand, and the question is now not only how much AI will earn but also whether company prices can stay at such a high level.**

A statement by [**capitalizator\_ua**](https://dgw.tmarket.io/actors/01a1d54a-5cd4-7426-9df9-33372add8c63), said on 2026-11-09. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *Це суттєво змінює баланс попиту й пропозиції. І тепер питання не лише в тому, скільки заробить ШІ, але і у тому, чи зможуть ціни компаній утримуватися на такому високому рівні.*

capitalizator\_uaPublished 2026-11-09 [ Read source](https://t.me/capitalizator_ua/1035)

[**capitalizator\_ua dossier **](https://dgw.tmarket.io/actors/01a1d54a-5cd4-7426-9df9-33372add8c63)

## **Discussion**

## **Related claims**

[**If the dynamics continue, it could undermine the business math of AI companies.**capitalizator\_ua · prediction](https://dgw.tmarket.io/claims/01a1d214-3eb0-7964-91a6-b1a4ec30fad3) [**Price corrections and industry demand changes must be observed separately; given Taiwan tech industry's supply chain position and corporate profit performance, AI remains an important driver of medium- to long-term growth.**張雅雯 · statement](https://dgw.tmarket.io/claims/01a1cf2b-9fd6-7621-910c-b52685b7e680) [**The cost of CDS of AI companies is rising.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d216-98e7-7734-8785-7104627edd3e) [**Memory price rises driven by demand for artificial intelligence are unsustainable.**chairman and CEO of Taiwan's Winbond Electronics · prediction](https://dgw.tmarket.io/claims/01a1c6f1-9a7b-745e-9a4e-565a7df80cc5) [**Hyper-scalers are taking on debt to maintain their leading positions in AI.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d214-3e04-7db1-8702-3d168160c859) [**Artificial intelligence is reshaping industries.**nikkeiasia · statement](https://dgw.tmarket.io/claims/01a1c7d8-e115-7eb7-bb87-4b829d72a162)

## **More claims by capitalizator\_ua**

[**A post titled "Зміни по захисному портфелю акцій" was released on Patreon.**statement](https://dgw.tmarket.io/claims/01a1d23a-47e5-7f03-8202-cc7f05a75b12) [**There is a very large difference between these figures and ADP.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf95-7f3c-8783-67918c4ca086) [**The author finds it very strange that everything suddenly became so good so sharply.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf8a-747c-947b-b39cba19be7b) [**The data is very good and consistent with an actively growing economy.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf7e-7ae1-b909-6c4f17743701) [**Private Nonfarm Payrolls came in at 159K, above expectations of 64K and above the previous 78K, which was revised upward from 46K.**statement](https://dgw.tmarket.io/claims/01a1d21d-bf73-79c3-9057-c91e7ffb52f0)

[All claims by capitalizator\_ua](https://dgw.tmarket.io/claims?claimant_id=01a1d54a-5cd4-7426-9df9-33372add8c63)

[All claims](https://dgw.tmarket.io/claims)

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