$Apple(AAPL)$  It's hard not to find this market interesting. For years, Apple squeezed Micron on pricing and treated its CEO poorly. Now the tables have turned — Micron has the upper hand over Apple when it comes to pricing and supply leverage, and is projected to net 200B by 2028, far more than Apple with a 15% CAP. Apple used to use its massive buying power to push memory suppliers into razor-thin margins. With explosive AI-driven demand causing a severe global memory shortage, that traditional supply-chain leverage is completely gone.

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