← Dan IvesTrade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“discussing the Apple sell-off today on rising memory prices and hardware price increases for Cupertino”
@DivesTech · Dan Ives
Memory prices are surging structurally, and Micron is the direct beneficiary with blowout earnings and sold-out HBM supply.
MULONG@ $1,128.34
$812.34-28.01%
since call Jun 25
“we view this as a necessary move by Apple with today an overreaction in our view 🐂”
@DivesTech · Dan Ives
Apple's ~5% sell-off on hardware price hikes is an overreaction; the stock should bounce from here.
AAPLLONG@ $281.51
$303.63+7.86%
since call Jun 25
peak +21.3%
TIMESTAMPS
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