APPLE CEO CONFIRMS MICRON & SK HYNIX MASSIVE OPPORTUNITY!

All right, Micron, SK Hynix, AI stock family, got a lot to share with you. This one, you can tell I'm smiling cuz look, the Apple CEO, Tim Cook himself, has come out and said, quote, "We are in a 100-year flood scenario as it relates to AI memory, to memory, and it will not be receding anytime soon." And I'm going to add on to this, Wall Street and the financial publications out there keep getting it wrong. Okay, I'm going to share all this with you, and we're also going to look at the massive opportunity that is there for Micron and SK Hynix. I'm going to remind you of some of that. We're going to dig into this. So, a lot to cover with you. If you haven't already done so, please hit that subscribe, hit that like button. I would greatly appreciate it. Please, I'm working here for you, trying to build a community around AI memory and AI stocks. Please, please, please subscribe. And so, let's get into this. Okay. So, the This actually came out this morning, and the CEO of Apple, Tim Cook, talks about the fact that we're in a very unique position as far as um ongoing pricing and the availability of memory chips that go into their products. You know, their iPads, their computers, the iPhone, and so forth. And that the lack of these chips is impacting their business, has forced them to raise prices. Okay. And so, he said, Tim said, quote, "On the pricing front, we were reluctantly raised prices, I would say. Um we did it, quote, because we're in what I would characterize as a 100-year flood on the memory pricing with exponential increases coming in memory prices." Now, look, on one hand, as consumers, what this means is that your iPhone's going to be more expensive when you go buy the iPhone 18 and all that kind of stuff. But as memory stock holders in SK Hynix and Micron, Samsung, if you, you know, can buy that or the ETFs out there, this is a good thing, okay? Cuz this ultimately goes back to what we're talking about. We've been talking about it on the channel here quite a bit about the fact that this memory shortage is not going to go away. And almost every week uh there's something out there on the financial publications or in the on the talking heads on the financial networks about uh you know, is is this really a real thing? Is there really a memory shortage? Is capex expenditures blah blah blah. Okay? And it's one of those deals where I will get into this and I'll talk about what I think about Wall Street and the financial publications around that and how they're kind of creating the cycle and energy of constant fear and constant just is is this is this a bubble that's going to break? Okay? And it is simply not. And this is being confirmed not by me, but by the Apple CEO himself, Tim Cook, talking about the fact that that they can't get these chips. They're having so many problems. Again, memory chip market is tightening as demand for high bandwidth HBM and advanced DRAM used in AI servers continue to outpace supply. We know all this, right? We know this. We know this. We know this. Uh it goes on to talk about how memory prices have gone up and all this kind of stuff. Okay, remember Apple's raised their price because of this, okay? But here's what it comes down to. The opportunity that exists for us as Micron and SK Hynix is multi-year. Okay? There will be along the way almost weekly some type of a article or a talking head that you will see out there that will try to dissuade you in any number of reasons for what is for for you shouldn't be in AI stock. You know, you shouldn't own Micron and SK Hynix cuz memory is cyclical and it's never going to change and blah blah blah. That's all BS. We know that, okay? So, but they still trot out those those narratives okay? AI memory shortage equals higher prices equals higher margins equals higher earnings. And as long as Micron and SK Hynix manage that, yes, I know SK Hynix just missed on their latest earnings report. I know that, okay? Um I don't believe Micron will do that, but I still believe long-term in owning these assets, okay? That's just my opinion. If you look at number one here on the left-hand side, let me zoom in on that just a little bit for you just to so you guys can see that a little bit better. The structural AI memory shortage, AI data centers are consuming massive amounts of DRAM and HBM to the point and I would say NAND as well, to the point that other companies can't get it. I.E. Apple. They're having to raise their price to probably move up to to basically get those allocations and things like that. Supply is tight and new capacity is takes years to come online. Again, we know all this, right? Shortage expected to continue well into 2028 and 2030. If you heard nothing else, that's the bottom line. That shortage is not going to be solved anytime soon. We are no longer in this in this memory cycle traditionally where the memory market used to work. Memory is not a commodity anymore. It is a strategic asset to all of these companies. General Motors Ford Google, Microsoft Amazon Apple. It's a strategic asset. If they don't have the memory chips to go into their products, they can't sell their products. Think of this. You think Apple is not going to is not going to sell this product? This is the most profitable product they've ever had. I mean, again, right? I mean, as an example. They're not going to not sell this. No, they're going to do what they have to get to do to get those memory chips from the suppliers we've been talking about and they're going to raise their prices. Yes, it's going to impact our wallet, but as Micron and SK Hynix holders, okay, so be it, right? So, look, number two. Higher prices equal exploding profits for Micron, SK Hynix, Samsung for the memory, you know, memory companies okay? Higher memory prices equal higher margins, higher net earnings, EPS outlooks. Memory has as massive operating leverage, okay? Increases across the board, multiple, multiple, multiple. And we've been talking about this one at length. Wall Street companies have gotten it wrong. The finance publications continue to want to, I believe, at the end of the day, they want to scare you. They want to keep you in a constant state of agitation. Which if you subscribe to this channel, you're going to cut through the junk, cuz I'm going to bring it to you. I'm going to go out and do the analysis, going to talk to you about what's going on. Because I firmly believe that every single week there's a narrative. It was CapEx expenditures being too high. That's gone, by the way. You notice how nobody is talking about CapEx expenditures being too much now, now that we've seen earnings from Google, Amazon, Microsoft, um and and Meta. Meta missed theirs, not because of AI, not because of AI spending, they just missed. Okay? But Microsoft, Amazon reported as well, and both talked about their AI platforms, their AI cloud platforms and things, and how they're very, very profitable, and how they're growing. And they and they and Google even raised their CapEx expenditure number up, okay? Because they're spending, spending, spending to get it to end But all of them have talked about in recent earnings how their AI compute spend has started to um show dividends, and started to to show and show how they're grow- they're they're growing to meet capacity. Wall Street is not talking about that. No, they're not talking about it. Because why? Because they want they you know, look, here's what it comes down to. I always talk about this. Your local news, what do they talk about? Well, I still watch it occasionally. They talk about car wrecks and fires. Why? Because people tune in and they watch that. What are the financial networks like finance.yahoo and and all those kind of you know, Wall Street Journal, what do they talk about? They talk about, "Oh, oh, the memory cycle is going to end. Oh, CapEx expenditures are too are are this." Why? Because they want you to click and they want you to read their articles so that they can do what? Sell you advertising. They have advertising on those pages and it's think of it as the fire or the local crash. That's really what it comes down to you guys, but it creates a sense of agitation in the market and you're constantly going, wait a minute, if I get did I get this wrong? Is this AI thing going to going to end? Is the AI memory thing going to end? Is it really cyclical? Oh, well that thing just said that that that. They want to keep you in a I think they want to keep you in a state of turmoil in my opinion. But it's ultimately to generate eyeballs and clicks and things of this nature. Apple's raising their prices. AI infrastructure spending continues to surge for years to come. It will. The CapEx expenditures for AI is not going to slow down. 700 billion this year. Uh about 3 trillion moving into 2027 2028. 5 trillion spent on AI compute build out by 20 uh 30. 7 trillion spent by 2033. This is unprecedented times. Go back to what Apple the Apple CEO said. The fact I love this quote. He says we are in a 100 year flood and it will not be receding any time time soon. What is he talking about a 100 year flood? Exactly that. There are areas and places where you may or may not live, but they talk about a 100 year flood how it never happens, but then all of a sudden they have this massive 100 year flood and that's the situation we have literally right now with memory stock. We're in a 100 year flood. This compute AI build out that's going to happen all the way into 2033 and the memory shortage associated with that which we have visibility. We have clear line of sight guys into how long the shortage is going to last. Well beyond 28 and probably into 29 and some of 2030. That's how long it's going to take for fabrication to come online from Micron and SK Hynix, Samsung, so forth to actually start to meet demand. Okay? It's clear line of sight. Wall Street continues to get it wrong. I think they continue to get it wrong and and what they're saying to create turmoil, to create unease. I think that. It's my personal opinion. Drop in the comments if you believe with me or if you if you agree with me or not. But truthfully, look at the headlines. You have to look beyond that. The Apple CEO, 100-year flood. We will never see this ever again in in AI memory stocks, Micron, SK Hynix. We have it for the next three or four plus years to have this run that ultimately comes back to Remember, it comes back to this. It comes back to the middle column, number two, the green column. Higher prices equal higher margins equal higher earnings in the company, which equals higher net earnings EPS, overall higher outlooks, all of those kind of things. And that's really really what it comes down to. Okay? You have to look beyond the headlines and you have to look beyond the narrative and the themes and the trend and and, you know, and the things that they are saying out there because it will create a lot of uncertainty in your brain about, oh, is this really real? These guys are the experts. They should know, you know, finance.io, they're the experts. No, they're an online publication. Their business is to create and sell advertising to us so that we click on their articles. And their articles are built to get us to click. And a lot of them have to do with is the AI memory shortage going to going to end? Is is Micron and SK Hynix really good? Blah blah blah. We are sitting on a massive opportunity. And again, not me saying it. The CEO of Apple just confirmed it. Look at the deals Micron's put together, General Motors, Ford, you know, the 16 strategic customer service agreements. Look beyond the headlines and what people are saying out there and make your own decisions. Me, I'm not going anywhere. I'm staying. If you haven't already done so, please, please, please hit that like and hit that subscribe. I'm really trying to grow this. And and like sometimes I'm fighting an uphill battle just trying to get this thing to grow. See you.