AAPL Ignore the regulatory noise; the real narrative is the looming AI partnership and the 2026 supercycle—smart money is buying the dip while retail panics over fines. 🍏🤖
AAPL AAPL $273.01 today. Up 2% this month. P/E 36.68. Analyst target $298.72 (9% upside). AI competition from OpenAI = noise.
Price Reality: $273.01 close. Daily high $274.58, low $269.90. Consolidating.
The Truth: Apple grinding higher quietly. iPhone sales = expected growth. AI competition = overblown. Valuation = fair for growth. No urgency. Boring = bullish.
AAPL DRAM and NAND (memory chip) prices have soared 50-300% since the beginning of 2025 due to surging demand from AI servers.
74% of Apple's revenue comes from hardware (iPhone, Mac, iPad), where memory is a critical component of the cost. Analysis indicates that if Apple is forced to purchase memory at market prices, this could impact its gross margin by approximately 4.9%.
Long-term contracts with Samsung, SK Hynix, and Micron are currently shielding Apple. Crucially, current preferential DRAM supply agreements expire in December 2025.
Samsung and SK Hynix are reportedly planning to significantly raise chip prices for AAPL starting in January 2026.
AAPL what in the world? I was in 270 Apple puts and BOOM - I lost $700 just like that. But they don't expire until next week - hope it corrects and goes back down.
AAPL Almost like broke Americans can't afford overpriced laptops from a company that hasn't innovated since Jobs was giving keynote speeches. I'll keep one share for laughs.