Feeling confident about $Micron Technology(MU)$ 's earnings today, largely because $Apple(AAPL)$ reported a 20% price increase tied to memory.
Apple is one of the most sophisticated and high-leverage memory buyers in tech. When a buyer of that scale says cost increases are unavoidable, it usually signals a multi-year elevated pricing cycle.
You don't reset flagship pricing and risk a customer hit unless the supply chain knows high costs will persist.
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