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“DRAM and NAND costs are moving higher as AI servers absorb more supply”
@wallstengine
AI servers absorbing DRAM and NAND supply, driving memory prices higher and boosting Micron's revenue and margins.
MULONG@ $1,046.98
$810.62-22.58%
since call Jun 17
“Apple $AAPL is reportedly preparing to RAISE PRICES as the AI-driven memory crunch starts hitting consumer hardware.”
@wallstengine
Apple raising hardware prices to offset AI memory cost inflation, expanding revenue per unit sold.
AAPLLONG@ $293.17
$303.00+3.35%
since call Jun 17
peak +15.7%
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