I have a counterintuitive, even somewhat disrespectful thought.

The Apple CEO recently went to the Wall Street Journal to cry poor, then raised prices across all products, was slapped in the face by Micron, then went to CXMT, and ultimately sparked consumer resentment.

This is not only not a signal of the peak of the memory stock bubble,

but rather, after the collapse of Apple's supply chain,

the historical process of the Semi 5 replacing the Mag 7

truly begins?

We don't know whether the storage industry is steadfast or not,

but Apple's peak is certainly already over.

Thank you, everyone.