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‘The smartphone market suffered its worst decline on record in the September quarter, after rising memory costs pushed shipments down 22% with worse to come, according to market researcher IDC.’ www.bloomberg.com/news/article...

15/10/26, 6:00 pm22 reposts69 likes

JazzComposer

@jazzcomposer.bsky.social

History can repeat (with one AI and data center difference): New idea. Huge investment. Many suppliers enter market. Oversupply. Commodity pricing, cost plus or even cost minus. (Demand destruction: Jamie Dimon, JP Morgan CEO, realizes that AI produces unreliable output) Bubble bursts bigly.

FACTSmatter

@factsforu.bsky.social

bsky.app/profile/fact...

FACTSmatter@factsforu.bsky.social

There is a clear pattern in each of these rapid run-ups in apple's stock = They are followed by an equally rapid decline. = I think earnings in Nov. 2 will be the catalyst for another gap down by 10% or so...