(https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html) is being framed as a supply story, but the data tells a different one. If memory were genuinely scarce, Micron's beat yesterday wouldn't have crushed margin guidance going forward—it would've validated a boom cycle. Instead, we got Micron signaling volume oversupply masking as a beat. Apple jacking up prices now is a demand-hedging move, not a scarcity tax.

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