u/_CA_Dreamin_

I'm looking to explore Fuji cameras because my A7RV and FX3 are so unpleasant to shoot. They are great image makers, but it's just a hobby for me and I can't take all the gear with me any more.

I'm looking at getting an X-T3 with the 16-55mm 2.8 lens. I usually research cameras a lot, but reviews don't focus on the long term ease of use features.

Does anyone have any strong opinions about this combination for everyday carry and as a quick point and shoot for daily life?

What would be a fair price for a used body and lens today?

Do you suggest a later version of the camera or different lens for my purposes?

Thank you in advance

1. Huang explicitly named memory as the #1 AI supply constraint.
   If he repeats this on the earnings call tomorrow, it validates SNDK’s pricing power thesis and the super-cycle narrative. The market will hear “memory is the constraint” from the CEO of the company driving 90% of AI infrastructure spend.

2. China is definitively zero
   “Effectively foreclosed...Not assuming any Data Center compute revenue from China” in the Q1 outlook means the $78.5B consensus is an ex-China number.

3. Vera Rubin LPDDR demand
   The Citrini Research estimate (6,000M+ GB LPDDR by 2027, exceeding Apple and Samsung combined)

4. Memory BOM share shift from 10–15% to 30–40% is verified.
   Even if smartphone unit volumes decline, the per-unit memory content is 2–3x higher. That’s the math that sustains ASP-driven revenue growth even with volume destruction

At the JPMorgan conference, Seagate CEO Dave Mosley said AI memory demand far exceeds visible supply and that new factory expansion would take too long, signaling a build capacity constraint rather than a temporary shortage.

Markets sold all memory stocks because the comments implied the AI memory super-cycle may be approaching a growth ceiling, supporting pricing and margins near term, including for SNDK, but limiting future volume expansion and raising concerns that the industry could peak before new supply arrives.

Bullish for SNDK: It doesn’t need to build factories, it already has its capacity. Constrained industry supply means SNDK’s existing output commands higher prices for longer. Especially bullish if the Samsung worker negotiations fail and the strike occurs, because it's less competition