Many Apple products are also starting to show signs of price increases.

Personally, I don't think this is good news.
The megastory of AI initially started with hype around GPUs, computing power, and models.
Then it spread to data centers, electricity, memory, and storage.
MU's earnings report was extremely strong recently, essentially because AI demand for memory is too strong, supply is starting to tighten, and prices are beginning to rise.
But the problem is:
As AI costs continue to pass down, they will eventually reach consumer electronics.
Phones, computers, tablets—these are the most sensitive to ordinary people.
If you raise prices, I'll delay replacing them.
If you upgrade configurations, I can still use old devices.
Because the spending power of most ordinary people always follows their income and income expectations.
Especially now, while AI is creating super valuations, it's also putting pressure on many industries with layoffs and job reassessments.
Enterprises are willing to buy cards, memory, and computing power in bulk for AI.
But ordinary consumers may not be willing to pay for this cost.
Now it's time to make users pay—can users really afford to pay for price increases in this environment?
Going short 2000u on MU to test the waters of the US stock market, see how long it takes to lose it all.