Dan Niles Thinks China is going to Ruin your Memory Trade
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Dan Niles thinks Apple could quietly start buying Chinese memory for phones sold in China, and if that happens, he expects US memory stocks to get hit hard. His reasoning: Tim Cook is one of the most politically savvy CEOs out there, already secured tariff exemptions under Trump twice, and the White House wants iPhone prices flat heading into the midterms. Full interview on the channel. Follow Dan: https://x.com/DanielTNiles