
Total Assets$Apple(AAPL.US) Apple raises prices —> investors don't like its market prospects —> stock falls.
But there's a question: if investors don't like the downstream consumption capacity after Apple's price hike, then why can they be optimistic about the soaring price of storage?
How can the rise in raw material costs, which even Apple can't withstand, be sustained? When $Apple(AAPL.US)$Alphabet(GOOGL.US)$Amazon(AMZN.US)$Microsoft(MSFT.US) see Micron's high gross margin and their own declining profitability, how could they willingly bear the risk and hand over profits to storage manufacturers?
How does this game of greater fool theory continue?
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