Washington just gave $AAPL the green light to source memory chips from Chinese suppliers — but only for iPhones sold in China.
Result? Seagate, SanDisk, $MU, and Western Digital immediately ate dirt while Apple closed green.
This isn't about demand. Demand was always there. This is about supply scarcity — and scarcity is a policy weapon, not a market force.
When governments decide who gets to sell what and where, you're not trading fundamentals anymore. You're trading geopolitics.
$MU and the memory gang just got reminded that Washington controls the choke points.
Result? Seagate, SanDisk, $MU, and Western Digital immediately ate dirt while Apple closed green.
This isn't about demand. Demand was always there. This is about supply scarcity — and scarcity is a policy weapon, not a market force.
When governments decide who gets to sell what and where, you're not trading fundamentals anymore. You're trading geopolitics.
$MU and the memory gang just got reminded that Washington controls the choke points.