阿B

[阿B @Brucebb2018]

@nyse_min We all know the truth. But pointing this out is going to hurt lots of people’s self esteem. Oh, this is social media. It’s meant to destroy those who have a weak mind.

[Anirban Mahanti @BleedingEdgeAM]

Micron ($MU) doesn’t want scaled buyers like Apple ($AAPL) gaining access to more DDR/LPDDR from CXMT and other Chinese firms:
✅ Conventional dynamics: Extra supply accelerates ASP declines for DDR5/LPDDR and shortens the high-price phase of the commodity cycle. $MU, Samsung, and $SKHY lose pricing power as CXMT gains volume share.
✅ Margins & leverage: The Big 3 see compressed conventional margins. Large buyers ($AAPL and others) gain better supply, lower costs, and stronger negotiating leverage.
✅ HBM impact: Near-term effect on HBM remains limited. CXMT is still mainly conventional and technical gaps persist. The Big 3 may shift more advanced wafers toward HBM, but backend constraints (TSVs, stacking, packaging) keep HBM supply tight and pricing largely intact.
✅ FCF outlook: FCF growth at $MU slows as weaker conventional cash generation is only partially offset by a higher HBM mix. Through-cycle FCF likely becomes more volatile, with elevated risk of earlier conventional oversupply

[阿B @Brucebb2018]

@R3st4rtY0urL1f3 How dumb it is to think putting anything else like juice and acidic drink in stainless stew water bottle. Read the product warning of the bottles you purchased? Or else use glass bottles.

[阿B @Brucebb2018]

@raikk61 @SemiconductorsX As a shareholders of $aapl, I totally agree. Ira strictly business.

[阿B @Brucebb2018]

@TrendSpider IPO at 135, will buy again when it reaches $65. After that, I’ll just hold.

[阿B @Brucebb2018]

@Midnight_Captl And I don’t talk bad about my ex employer publicly even after leaving them for two decades.

[阿B @Brucebb2018]

@Midnight_Captl Every customers of suppliers is doing exactly the same thing if they can. Apple have the volume advantage. No suppliers must do business with Apple. The memory companies failed to scale rapidly to meet AI demand and just try to increase price rapidly because THEY CAN!

[阿B @Brucebb2018]

@jukan05 If Apple can source memory from cxmt, I think dell and hp will ask for the same thing.

[阿B @Brucebb2018]

@beefcubee @jukan05 It would be big win for cxmt if apple uses their memory. Everybody is afraid of that happening .

[阿B @Brucebb2018]

@iScienceLuvr I’ll always call it twitter. It’s too hard to explain to people what X is. X? X? What ex? Even X users don’t ring the bell if they hear it. Unless they are post twitter age young users who never heard of twitter before.

[阿B @Brucebb2018]

https://t.co/Kg9fwUpSdu

[阿B @Brucebb2018]

@SGCNY @TrendSpider Rule of law! 🤣🤣⚖️

[阿B @Brucebb2018]

@TrendSpider Gamblers to the max.

[阿B @Brucebb2018]

@TrailerParkBuys @TrendSpider 2.71 % oh well. How much money do I want to put in? Maybe set a target price way low to start building up a position

[阿B @Brucebb2018]

@caterpilllar680 @CompleteTuring @stevenxlml @signulll @geoffwolfe Agree.

[阿B @Brucebb2018]

@BeerBabaNew @aerockrose Many companies have similar products of what Apple have. They just did it much better than everyone else with their ecosystem and quality.

[阿B @Brucebb2018]

@MarvenzzFranc @aerockrose Not all. Still significant portion of his companies portfolio

[阿B @Brucebb2018]

@maitian99 @aerockrose $223 was it before split ?

[MacRumors.com @MacRumors]

Report: Apple Sends Legal Letters to Dozens of OpenAI Employees https://t.co/MN21uC26bO

[阿B @Brucebb2018]

@InvestingVisual Just hold the ipo shares all the way and not to worry the ups and downs in between.