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watchLONG
“Micron market cap is up $150 billion today. Apple's market cap is down 210 billion. Almost a perfect perfect value reallocation hinging on memory. Memory is expensive and so everyone is rotating over ”
@TBPN
Hardware makers are bleeding margin directly into Micron's pockets as surging memory prices force a massive value rotation into the supplier.
MULONG@ $1,150
$811.54-29.43%
since call Jun 26
“Apple raises Mac, iPad, home prices to counter memory shortage... Apple's market cap is down 210 billion. Almost a perfect perfect value reallocation hinging on memory. Memory is expensive and so ever”
@TBPN
Investors are aggressively dumping Apple shares as severe memory shortages force the tech giant to hike prices across its entire hardware lineup.
AAPLSHORT@ $289.36
EXIT$320.96-10.92%
since call Jun 26
flipped Jul 22 · held 26d · record frozen at -10.92%
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“Snap sitting at 7.18 billion market cap with a projecting 2026 revenue of 6.76 billion... I like that the product shipped. I like that there's experimentation and competition in the wearables market..”
@TBPN
Consumers crave lightweight smart glasses over bulky Apple headsets, giving Snap a wide open lane to multiply its $7.18B market cap.
SNAPLONG@ $4.44
EXIT$4.47+0.68%
since call Jun 26
peak +9.8%
flipped Jul 21 · held 25d · record frozen at +0.68%
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