L.Lim
07-29
I feel that aapl lucked their way into avoiding the fall into the AI hole.
They likely saw it was the next big thing, tried to do something (like most of their side quests) then bombed out.
Thing is, aapl always retreats to what is safe, so they made the call to put a stop to whatever in house project they had, then started onboarding from external companies.
Once you avoid the pressure of having to constantly be the number one AI model, you don't have to sell your house, and can better focus your efforts elsewhere
Samsung Profit Guidance Doubles: Can SanDisk Take the Baton Tonight?
SK Hynix surged 13.30%, Micron gained 5.86%, and SanDisk rose 7.66% Wednesday as Hynix’s record results and Samsung’s guidance lifted memory-cycle hopes. Hynix posted KRW 104.6T revenue and KRW 83.3T operating profit; Samsung guided to KRW 195T and KRW 107.4T, not final results. SanDisk reports early Friday Beijing time, with consensus revenue of $10.85B and EPS of $47.15—above its guidance range. Bulls see synchronized HBM, NAND, and storage pricing; bears warn high expectations leave little room for misses. What would confirm the cycle has further room to run?
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