The analyst believes Apple is aggressively buying mobile DRAM to block competitors, expecting Apple to gain significant market share this year, implying a bullish stance on AAPL.
Apple is buying all available mobile DRAM at high prices to drive up prices and prevent competitors from building devices, aiming for market share gains.
Want to hear something interesting? Apple is more aggressive this year than ever before. They're buying up all available mobile DRAM on the market at extremely high prices, even at the cost of operating profit losses. This isn't because Apple is being naive — they're deliberately driving up DRAM prices so that competitors can't secure memory. The goal is to prevent competitors from building devices due to memory shortages. I believe Apple will achieve tremendous market share gains this year. $AAPL
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +1.1% | +0.7% |
| 1 week | +1.8% | -1.9% |
| 1 month | +8.2% | -1.3% |
| 3 months | +15.0% | +1.3% |
| 6 months | — | — |