I feel that aapl lucked their way into avoiding the fall into the AI hole.
They likely saw it was the next big thing, tried to do something (like most of their side quests) then bombed out.
Thing is, aapl always retreats to what is safe, so they made the call to put a stop to whatever in house project they had, then started onboarding from external companies.
Once you avoid the pressure of having to constantly be the number one AI model, you don't have to sell your house, and can better focus your efforts elsewhere
SanDisk Reports Wednesday: Can Supply Tightness and Price Hikes Enter Guidance?
SanDisk reports quarterly results after market close Wednesday alongside Western Digital, making the pair this week's critical read on the memory sector. The central focus is whether NAND pricing power and raised guidance can reflect the memory supply constraints and cost increases already confirmed by Apple and Amazon management. The stock has surged over the past year before recently turning volatile, with some analysts projecting Western Digital will reclaim its highs sooner. With customers already acknowledging shortages, how many more quarters can supply-side pricing hold?
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