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“apple sold $20 of ram for $200 for a decade now ram actually costs money and suddenly it's a crisis”
@RJCcapital
Apple's RAM markup era is over — rising memory costs are squeezing margins and forcing consumer price hikes that risk demand destruction.
AAPLSHORT@ $278.03
$304.50-9.52%
since call Jun 26
in postLONG
“apple sold $20 of ram for $200 for a decade now ram actually costs money and suddenly it's a crisis”
@RJCcapital
Micron is the direct financial beneficiary of the RAM crisis crushing Apple — memory prices surging 98% drove a 346% revenue explosion and 84.9% gross margins.
MULONG@ $1,106.33
$814.68-26.36%
since call Jun 26
TIMESTAMPS
in post
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