$Apple(AAPL.US) Apple's gains have been a bit beyond comprehension. First, the replacement cycle requires good AI performance for people to be willing to spend money on upgrades, because old devices can't handle AISiri. However, the AI performance released in June was mediocre, and memory prices have risen. I was thinking that higher-tier AI subscriptions could boost software service profits to offset the memory price increase, allowing the phone to not increase in price while others do, thereby capturing most of the market. Now, looking at Apple, everything seems wrong. Or maybe I'm putting too much weight on this AISiri 😂