Today’s Apple earnings report will center on the surge in memory costs—a challenge even Apple can’t overcome—effectively validating the pricing power of storage stocks 🫡 The DRAM contract price upward cycle continues, with HBM average prices projected to rise another 122% by 2027! Micron, SanDisk, Western Digital, and Seagate all rose over 2%, with $SKHY up +5%.
This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.
Post your reply
