Nvidia has overtaken Apple in market value again.
On the same day: Apple warned that memory chip costs would keep rising, putting pressure on gross margins during the holiday quarter; its shares closed down about 2%. Nvidia rode the AI rebound, reclaiming the top spot by market cap.
The internet immediately split into two camps—
One side says: This is what a real AI boom looks like. The pick-and-shovel sellers deserve to profit.
The other says: What boom? It’s just shifting profits from phone makers into chip sellers’ pockets.
I lean toward the latter: upstream shortages and downstream concessions look more like a transfer of costs than a party everyone gets to enjoy.
But let me ask the blunt question: Which narrative do you believe more—the “AI earnings are proving themselves” story, or the reality that “memory costs are eating into Apple’s margins”?
No fence-sitting in the comments—which side are you on: the boom or the cost transfer?
#美股 #AI #英伟达 #Apple
On the same day: Apple warned that memory chip costs would keep rising, putting pressure on gross margins during the holiday quarter; its shares closed down about 2%. Nvidia rode the AI rebound, reclaiming the top spot by market cap.
The internet immediately split into two camps—
One side says: This is what a real AI boom looks like. The pick-and-shovel sellers deserve to profit.
The other says: What boom? It’s just shifting profits from phone makers into chip sellers’ pockets.
I lean toward the latter: upstream shortages and downstream concessions look more like a transfer of costs than a party everyone gets to enjoy.
But let me ask the blunt question: Which narrative do you believe more—the “AI earnings are proving themselves” story, or the reality that “memory costs are eating into Apple’s margins”?
No fence-sitting in the comments—which side are you on: the boom or the cost transfer?
#美股 #AI #英伟达 #Apple