Saldivva (on Substack)
Region: US
Saturday 27 June 2026 18:00:00 GMT
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1k followers with no videos :
Bro I am so scared. I am all in on MU $200k worth at $1150/share and I'm red right now. I fear this is the top
2026-06-27 23:51:38
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Human :
Dude you’re spreading misinformation! China suppliers offer 30% discount to Apple for the same spec.
2026-06-27 22:08:15
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Mud Bug Mini Trucks of Texas :
China refused to do business with NVIDIA..The US government will not let unfair trade practices take place. MU, DRAM, TSC all safe bets at least for another year or more. If you want to worry about something...worry about the stopping of data centers across the US. We are out of water which is necessary for cooling. Water is a much bigger threat. No need for any Ai if there's no data centers.. good luck to all.. Im shifting some liquidity to medicine, housing and industrial. BE AWARE THIS WATER IS A REAL THREAT TO DATA CENTERS
2026-06-28 15:17:36
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Lucyffer :
Let me tell you something. It’s all hyped! When the big whales want the stock market to tank, it will tank. When they want the stock to go up, Itll go up. Supply and demand don’t matter! Lots of demand for silver, do you see silver to the moon and keep going?
2026-06-28 15:35:44
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FlyingTractor :
It’s not about price. It’s about capacity. The other three simply don’t have enough capacity for consumer electronics anymore.
2026-06-28 07:43:53
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shahidm3888 :
SK Hynix is set to IPO around July 10th. The price will be around $160.
2026-06-29 08:04:17
1
Zircon951357 :
Don't assume what most people think - it could be the opposite.
2026-06-28 04:53:44
0
PineappleUnderTheSea :
Micron has already expanded their factory. The output will increase sooner
2026-06-27 19:53:01
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Cryptologic4u :
the memory chip makers have these contracts that go out for years in advance they're all paid up they're just waiting for the supply to come they're never going to get permission and even if they were they're not going to have any effect on the memory market
2026-06-28 16:16:52
1
JerMic :
hmmm...I am sure apple purchasing department knows what they are doing....
2026-06-28 08:15:05
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Joo Yong :
no way 😂
2026-06-28 06:33:33
1
unkown :
do you think memory companies are still worth investing in and will the be massive upside in the future
2026-06-28 11:39:09
0
SafeBet108 :
Can we all stop buying Apple products — sent from iPhone
2026-06-27 21:56:33
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PineappleUnderTheSea :
National security concerns. Don’t do it
2026-06-27 19:52:09
1
🤔🤔 :
As you pointed out, Chinese memory makers currently can't even meet domestic demand and on top of that there's a clear localization target set by the Chinese government so Apple using Chinese memory looks essentially impossible. The way I see it, Apple seems to be working pretty hard right now to shape negative sentiment around semiconductor companies.
2026-06-28 02:02:41
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bongjumo6 :
Trump will not allow Apple to buy Chinese memories helping Chinese memory to grow exponentially like the lcd and oled.
2026-06-28 02:13:52
2
Dyson :
people that follow apple are dinosaurs
2026-06-28 15:34:50
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EFG :
No you are ignorant. The Chinese can increase production if they wish to.
2026-06-28 01:47:28
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Anakin Sky :
China can produce with robots
2026-06-28 01:08:23
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nowordspig :
why Apple need to buy from China? Western chips are already denied to China. maybe USA is trying to steal China chip tech?😜😜
2026-06-29 12:52:33
0
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