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Apple’s Latest Reveal Proves That Micron Has ''More Room To Run''

investing ideas :: 2hrs ago :: source - 24/7 wallstreet

By Danielle Liverance

24/7 Wall Street / Shutterstock

Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic move in memory chip stocks. His thesis: when the most operationally disciplined hardware company in the world signals it cannot absorb the full cost of memory inflation, the squeeze is significant, and chips behind it have further to appreciate.

Story continues on 24/7 Wallstreet


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