"Il est nécessaire d'acheter lorsque le sang coule dans la rue, même si ce sang est le vôtre" Nathan Rothschild
⚠️ Ceci n’est pas un conseil en investissement
$AAPL IPHONE 18 PRO COST BREAKDOWN
Apple’s bill of materials reportedly rises from $582 to $726 while retail price moves from $1,099 to an estimated $1,299 which means ~$144 increase in memory and storage costs is driving most of the $200 price hike once Apple protects its margin.
Whats wild to see is that the processor, camera array, display and battery are mostly flat (areas where Apple has decades of supplier leverage) but line item exploding is memory and storage which is the exact bottleneck benefiting $MU, Samsung and SK Hynix.
AI data center demand bids up HBM, pulls capacity away from commodity DRAM + NAND and eventually that scarcity shows up in a device most consumers view as a necessity.
@JeanEricBranaa Clinton a voulu que chaque Américain sois propriétaire, les subprimes n’en sont qu’un instruments.
Qui est le fautif ? Celui qui a voulu ou les instruments ?