After looking around, it's basically believed that the overall market opening skidded was indeed due to Apple's price increase.

However, as we know from our previous reposted article, maximizing token throughput is a quite cost-effective choice for cloud service providers and high-value commercial activities by improving storage performance.

But consumer electronics are in trouble, and it's indeed very likely to curb demand. Typical toC consumer electronics companies, Apple, Xiaomi, will indeed have a hard time.

However, the impact doesn't seem that significant for large platform companies. GOOGLE, MSFT, META, AMAZON, TSLA are the biggest investors in AI funds. We need to keep an eye on the CAPEX changes of these giant companies, as well as the revenue-generating capabilities of companies like OPENAI and Anthropic, and the token usage of large companies.

$Intel(INTC.US) $Roundhill Memory ETF(DRAM.US)