Big potential piece of AI infrastructure news emerging. $AAPL is requesting clearance to buy memory from a Chinese vendor on the U.S. Military's Blacklist. If allowed... this would be a near-term source of unexpected supply hitting the market at a time when that's more needed than ever. It would (to a certain extent) ease the insane pricing power enjoyed by $MU, $SNDK & the others right now. That's big. It would be good news for so many companies. We'll see what happens.
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