Whale Watcher

Jul 31, 2026 · bearish

(https://www.marketwatch.com/story/supply-chain-legend-tim-cook-finally-meets-his-match-with-apples-memory-crunch-9bce0b11?mod=mw_rss_topstories) exacerbated by the AI boom — and Cook is *scrambling* for solutions. Let that sink in. This isn't a logistics problem or a minor allocation issue.

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