Interesting Memory prices aren’t just high Apple just called them “unprecedented.”
And they’re not done rising.
Ternus said December will be worse than September, and costs keep climbing after that. Apple’s already stockpiling like crazy and still expects margins to take a hit.
Apple delivered a monster quarter:
Revenue: $114.5B (+12%)
EPS: $2.10 (+14%)
iPhone: +17%
Mac: +24%
Services: $31.6B (+10%)
December is expected to be Apple’s biggest revenue quarter ever.
The growth is impressive, but rising memory costs are putting pressure on margins.
$AAPL
One interesting takeaway from Apple’s earnings: memory costs are rising at unprecedented levels.
AI isn’t just a software story. It needs memory, chips, servers and infrastructure.
The hardware trade isn’t over. The picks-and-shovels opportunity is still worth watching.
$AAPL
Intel is blaming the PC slowdown and broader market conditions for its weak guidance…🤔 Maybe everyone’s switching to Mac and waiting for the new MacBook Pro with an OLED display. 😂 You can’t even walk into an Apple Store and get a new 16-inch M5 Pro on launch day! $AAPL $INTC
Intel stock plunges 20% as chipmaker blames PC slowdown for weak guidance cnbc.com/2026/10/29/intel-in…
If you haven’t bought $SPCX stock yet now is the time to get at least some! The rocket don’t wait on no one 🚀
Tesla’s new Roadster is crazy! We’re living in the future with flying cars!
Now, the real question is when I’m flying in my Roadster, will it have Starlink, or will it be a Delta Airlines kinda flight? 💀
Daniel G retweeted
What a night at @thetakeover GIGA TEXAS by @teslalightshows, @nlds_DroneShows & sponsored by @play_tediddle! 🚀🇺🇸
An incredible combination of Teslas, lights, music and drones lighting up the Texas sky for #XTakeover 2026!
A night we’ll never forget! 🔥
🎬 Watch the magic unfold! 👇
#XLightShows #TeslaLightShow #GigaTexas #Tesla #DroneShow
Trying out the cyber cab in Austin!
Had to make sure I catch @DennisCW_ live for the giveaways! 🔥
Why markets are down after FOMC meeting:
- No hint of Sept rate cut
- Focused on top line unemployment data (which is new and not mentioned before)
- Stressed interpreting risk and economic data will take “a lot longer”
@realDonaldTrump reaction after the FOMC Meeting today
Daniel G retweeted
NEWS: Tesla's Hollywood Diner and Supercharger officially opens to the public this Monday, July 21st!
• 80 V4 Supercharger stalls
• Drive-in movie theater with two 45-foot LED movie screens. Audio of movies/videos playing on both screens will sync & play from the speakers inside your Tesla
• You will be able to order food directly from the screen inside your Tesla
Food:
• Burgers
• Fries
• Chicken Wings
• Hot Dogs
• Hand-spun milkshakes
• Sandwiches
• And more









