Another Thom Early Warning

Just over a year ago I began warning about card and storage prices. I detected the early pattern that was developing where the AI players were beginning to gobble up any and every bit (pardon the pun) they could. I rewarned early in 2026 when that became clearer and easier to measure in terms of price increase. We eventually hit the 100%+ inflation rate with no end in site.Today I’m going to say that at least for cards, the end of the continuous inflation cycle in pricing may be mostly over. The smart players have been adjusting how and from where they’re obtaining their parts in order to better control their prices. I’m starting to see CFe cards plateau in pricing. However, my new warning is a little different. What I’m hearing in the distribution chain for other photography products is not encouraging. I’m aware of at least three major players in other photography accessories that are having cash flow issues at the moment, and I’ve become aware of what appears to be upcoming…