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← @pascualinvest

$AAPL

BEARISH2026-06-18
Price around the call
↓ 2026-06-18
By horizon✗ miss+9.3%
1d
✗ +0.5%
5d
✓ -4.7%
21d
✗ +9.3%
Original post
Facundo Pascual · 2026-06-18

Tim Cook acaba de admitir algo raro: $AAPL está siendo presionada por costos y no puede hacer nada al respecto. Memory y storage chips subieron 4x en un año. Las empresas de IA se los están comprando todos. Apple está en la cola esperando. El problema: para mantener márgenes en iPhone 18 Pro, Apple tendría que subirle $270 al precio. Eso significa ~$1,299 de entrada. Morgan Stanley estima 15% de suba en smartphones y PCs este año en USA. Lo interesante es qué admite Cook: "No podemos hacer todo. Sabemos en qué somos buenos." Traducción: no vamos a hacer nuestros propios chips de memoria porque no es nuestro negocio. Es honesto, pero también es un reconocimiento de que Apple no controla su cadena de valor en el segmento crítico. Cuando tienes que pasar 15% de suba de precios al consumi

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