fred hickey(@htsfhickey):Not good news for Apple when its primary competitor's (Samsung) phone business is willing to eat a lot of the margin hit from skyrocketing memory costs in order to gain market share - leading to "humongous" 2026 losses. Meanwhile, Samsung's arms-length operating semiconductor memory business reaps windfall profits. Apple doesn't make memory semiconductors - putting them in a difficult position competitively. Think AAPL's historically high $4.7 trillion market cap, 37 P/E and 10 Price/Sales ratio takes this into account? The answer is no because we're in a historic stock market bubble (for now

2026.08.28 16:01

Not good news for Apple when its primary competitor's (Samsung) phone business is willing to eat a lot of the margin hit from skyrocketing memory costs in order to gain market share - leading to "humongous" 2026 losses. Meanwhile, Samsung's arms-length operating semiconductor memory business reaps windfall profits. Apple doesn't make memory semiconductors - putting them in a difficult position competitively. Think AAPL's historically high $4.7 trillion market cap, 37 P/E and 10 Price/Sales ratio takes this into account? The answer is no because we're in a historic stock market bubble (for now - until it busts).