Apple sees 20 percent price jump on memory, Shay Boloor notes

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Apple sees 20 percent price jump on memory, Shay Boloor notes — Apple memory price surge impacts MU

Shay Boloor expresses confidence ahead of MU earnings, pointing to Apple's recent 20 percent price increase linked to memory costs.

According to Boloor, Apple is the most sophisticated and high-leverage memory buyer in consumer technology, with scale and pricing power that influence market trends. He suggests that when a major buyer like Apple signals increased costs, it is a significant indicator for the memory market and related earnings.

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Boloor recently highlighted NBIS’s $9 billion investment in French AI cloud infrastructure. Earlier, he pointed to IREN’s stock climbing above $65 following updated ARR guidance and a $1.6 billion DELL deal for AI systems in Texas. These posts reflect Boloor’s ongoing focus on large-scale technology and infrastructure moves.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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