Rolf Winkler

No one's going to buy an Android device because it's got some killer AI feature that is must-have, and yet the stock's not reacting.

the concern is memory prices and prices for other components.

The cost of chips is going up.

Apple is no longer TSMC's sole major customer.

NVIDIA is buying up a

There's other components, specialized glass fiber that is going up in price.

So this is all stuff that AI hyperscalers are demanding in much greater amounts.

And suddenly Apple is not the only Goliath in the electronics supply chain.

And people are looking to later this year and thinking that's going to start flowing through their financial statements.

What does that mean for the bottom line?

Costco in Japan is a wonderland if you love Japanese food and products.