Orders
Rate Of ReturnAI memory demand isn’t consumer discretionary — it’s capex for data centers and training models. Apple/Microsoft raising prices just proves the shortage is real. As long as enterprises keep spending on AI infra, chipmakers keep printing. Consumer pushback lags by quarters. I’m betting the boom runs longer than bears think.
[Task Coins Giveaway] Daily Market Talk — Micron Soars as Apple Sinks
Two memory stories, opposite directions. Micron printed a record quarter and ripped ~15% after hours, lifting the whole chip complex over 3%. Meanwhile Apple had its worst day in over a year, down 6%,...
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