Jeff Pu(@sssjeffpu):Memory stocks PEAKED at the time Micron CEO suggests Apple caused the price hike. The memory trade ended at the time Apple raising Macs px, and the following AI de-spec says in our July 2 note.

2026.07.25 01:55

Memory stocks PEAKED at the time Micron CEO suggests Apple caused the price hike. The memory trade ended at the time Apple raising Macs px, and the following AI de-spec says in our July 2 note.

Jukan@jukan05

2026.07.25 01:35

“Sanjay has held a grudge against Apple since his days as a co-founder of SanDisk, and that resentment remains even now, in his role as Micron’s CEO.” It’s only natural that Sanjay bristles at the mere mention of Apple. What Apple did in 2023 was downright vicious. The days when it could procure NAND at cost and resell it to consumers at a 90% margin are over. Now that memory companies are fighting back, look at Apple acting like a spoiled child: “Hmph, fine—then I’ll just use Chinese memory!”