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
HBM, SSDs and Permits — Which Memory Signal Comes First?
Memory stocks rebounded Friday after Thursday’s AI-policy selloff: Micron gained 4.75%, SanDisk 3.57%, and SK Hynix 2.78%. Micron must show HBM contracts holding on price and volume; SanDisk faces cloud-inventory and SSD-pricing tests; Hynix needs U.S. permits and a clear expansion timeline. Bulls say supply remains tight; bears cite approval delays, cloud budgets, and cyclical pricing risks. Which offers the first hard proof: HBM contracts, SSD orders, or permits?
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