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in postSHORT
“this type of memory is fungible. "Oh they can't sell into the US". Well then they sell into China and the China buy less from elsewhere”
@ContrarianCurse · SuspendedCap
Memory fungibility kills the CXMT-ban bull thesis for Micron: banned chips reroute to China, displacing Micron volumes there
MUSHORT@ $1,155.93
$813.70+29.61%
since call Jun 27
peak +34.7%
in postSHORT
“Apple is lobbying the Trump administration for clearance to buy memory chips from CXMT, a Chinese company that the Pentagon has put on a blacklist”
@ContrarianCurse · SuspendedCap
Apple's margin squeeze from rising memory prices is severe enough to lobby for a Pentagon-blacklisted chip supplier
AAPLSHORT@ $289.80
$304.19-4.96%
since call Jun 27
TIMESTAMPS
in post
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