Apple has increased prices on many of its products due to the memory shortage, but no specific investment recommendation is made.
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The creator discusses the current global memory shortage driven by AI build-out, leading to price increases...
Joe InvestssJun 26, 2026
The creator discusses the current global memory shortage driven by AI build-out, leading to price increases for products like Apple's. They highlight two stocks to potentially buy due to this trend: Micron Technology (MU) for its strong earnings and guidance, and the DRAM Memory ETF (DRAM) which holds major memory makers like SK Hynix, Samsung, and Micron.
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Micron Technology (MU) is a buy due to its position as a major memory maker, its recent record earnings and revenue, and strong future guidance, benefiting from the AI-driven memory shortage.
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MU
buy opened Jun 26, 2026
+0.00%