NVIDIA
Enduring value guardianRecord chipmaker profits are great, but someone pays for it. When Apple + MSFT pass costs to consumers, eventually wallets close. AI hype can’t ignore basic demand math forever. If end-user demand cracks, the whole chip chain gets hit — from memory down to packaging. I’m watching for the first sign of order cuts.
[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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