Apple Chief Executive Officer Tim Cook dropped a bombshell on investors during the company's latest quarterly earnings call, noting a "100-year flood" in memory chip pricing, suggesting a major event had occurred that upended all the company's usual **** ysis. This could be a major problem for Apple, as it has to raise prices just to maintain margins, potentially stretching already-indebted consumers and causing sales issues.
However, just because Apple may be struggling due to rising memory chip prices doesn't mean that investors will miss out on it. Instead, I'd suggest looking at memory chip companies to invest in, as they're the ones making a killing from rising prices.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two that I think are well-positioned to cash in are Sandisk (NASDAQ: SNDK) and Micron (NASDAQ: MU). Each company has been on an absolute tear this year due to rising memory chip prices, and the trend could continue into 2027 if prices remain high.
Sandisk and Micron each fabricate memory chips. However, Sandisk focuses only on NAND memory, while Micron produces both NAND and DRAM. Both types of memory are used in Apple products and in data centers. DRAM memory is much faster but has a lower storage capacity. NAND memory is typically used for long-term data storage, although it isn't as fast as DRAM.
#memory #sandisk #dram
However, just because Apple may be struggling due to rising memory chip prices doesn't mean that investors will miss out on it. Instead, I'd suggest looking at memory chip companies to invest in, as they're the ones making a killing from rising prices.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two that I think are well-positioned to cash in are Sandisk (NASDAQ: SNDK) and Micron (NASDAQ: MU). Each company has been on an absolute tear this year due to rising memory chip prices, and the trend could continue into 2027 if prices remain high.
Sandisk and Micron each fabricate memory chips. However, Sandisk focuses only on NAND memory, while Micron produces both NAND and DRAM. Both types of memory are used in Apple products and in data centers. DRAM memory is much faster but has a lower storage capacity. NAND memory is typically used for long-term data storage, although it isn't as fast as DRAM.
#memory #sandisk #dram
13 days ago
