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“As of the time I'm typing this, Apple shares are down 5%.”
@thestalwart · Joe Weisenthal
Apple is a consumer of memory, not a producer — soaring DRAM costs are forcing historic price hikes across its Mac lineup, destroying demand and transferring ~$150B of market cap to memory makers
AAPLSHORT@ $279.75
$304.52-8.86%
since call Jun 26
“Shares of Micron (a US memory-chip maker which reported earnings last night) are up 12%.”
@thestalwart · Joe Weisenthal
AI buildout is exploding DRAM demand; Micron is the primary US beneficiary as prices surge and 2026 HBM supply is fully sold out
MULONG@ $1,114.34
$814.49-26.91%
since call Jun 26
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