cleanest

MU is the cleanest play on the imminent Samsung strike

via willbabu Currently only 3 companies make HBM4, the biggest bottleneck of the entire AI build. Samsung, SK, and MU. Samsungs union walked away from talks last night, strike window is set for5/21 to 6/7, 18 days of the worlds biggest memory fab going dark. Once shutdown, tooling recalibration on these lines take WEEKS not …

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Honestly, that’s the cleanest price hike you can pull

Apple is pulling a classic “stealth hike” to protect their 48% margins, and the market is just starting to wake up to the trick. Yesterday’s guidance of 14-17% revenue growth looked like a miracle given the 9% consensus, but the math didn’t add up until the Mac Mini update dropped. By killing off the $599 …

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