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Serenity
@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
Joined July 2025
201 Following    1M Followers
US Government urges $AAPL not to buy Chinese memory chips. $MU, $SKHY, and Samsung are happy to hear this... Hilariously enough, CXMT/YMTC is price hiking too, so it's not exactly "cheap Chinese memory that floods the market". Apple once upon a time actually had extreme supplier leverage before the AI boom.
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