Micron is mentioned as a stock that could be negatively impacted if cheap Chinese memory floods the market, but the creator's overall thesis is bullish for the market.
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The creator discusses the implications of Apple's potential to source memory chips from CXMT, a Chinese sup...
Jun 27, 2026
The creator discusses the implications of Apple's potential to source memory chips from CXMT, a Chinese supplier, amidst rising memory costs and a broader AI memory demand. While some fear this could hurt memory stocks like Micron, the creator argues it's bullish due to supply constraints and the shift towards higher-value HBM memory by major players like Samsung, SK Hynix, and Micron.
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Apple's attempt to source memory from a blacklisted Chinese supplier (CXMT) and its lobbying efforts suggest a prolonged memory shortage, which the creator views as bullish for the market.
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