$苹果(AAPL.US) keeps quietly compounding while the chip names swing 14% in a day. foldable iPhone build target at 10 million units is a genuine product cycle. i've been holding since the low 250s and i am not selling into this. boring anchor position while i swing trade the memory names on the side. only caveat: the folding supply chain relies on some of the same Samsung memory components, which today just got confirmed as supply-constrained.
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