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in articleLONG
“Why would I invest in Apple when I can invest in Micron? Because Micron is making money. How about I invest in Micron? ... there’s a logical thing is to go to the company that makes money.”
@Semi Doped
Micron is capturing an AI super cycle with gross margins expanding to 85% as data center buyers pay any price for supply.
MULONG@ $953.70
$812.38-14.82%
since call Jul 3
peak +3.2%
“And now the company has become a penny stock, basically. There’s a good chance that they’ll actually go under. ... And now the memory prices are driving companies like this out of business.”
@Semi Doped
GoPro is facing bankruptcy as soaring memory costs destroy the unit economics of its discretionary consumer hardware.
GPROSHORT@ $0.71
$0.76-6.40%
since call Jul 3
peak +8.3%
“You guys are losing gross margin, so why should I invest in Apple? So investors are not really tied to Apple as a company or anything. They’re just there for the money, right?”
@Semi Doped
Apple faces margin compression and demand destruction as unprecedented mid-cycle price hikes fail to offset soaring memory costs.
AAPLSHORT@ $302.29
$303.44-0.38%
since call Jul 3
peak +2.7%
TIMESTAMPS
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