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“No progress will be made on this, and I don't even know what the USG could do to solve the pricing issue...LITERALLY NOTHING.”
@pequityresearch
Apple faces unresolvable DRAM cost headwinds; no USG fix exists, squeezing margins persistently
AAPLSHORT@ $279.10
$304.51-9.10%
since call Jun 27
in postLONG
“Capacity is tight, will remain tight and the prices will remain elevated.”
@pequityresearch
DRAM capacity stays tight and prices elevated; Micron as a top-3 supplier captures sustained pricing power
MULONG@ $1,109.60
$814.50-26.60%
since call Jun 27
TIMESTAMPS
in post
in post