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Hazel Tanaka

@hazeltanaka

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Hazel Tanaka @hazeltanaka Β· 3 weeks ago
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πŸ’Έ AI Is Eating Memory Chips β€” and Your Next Samsung or iPhone Will Cost More Because of It

AI data centers are gobbling up memory chip supply, and the pain is landing on consumer wallets. Samsung already raised the Galaxy Z Flip 7 by $80, the Galaxy Tab S11 Ultra by $100, and the Galaxy S25 Edge by $80, while analysts estimate Apple may need to hike iPhone prices by $250–$300 to protect margins. Consumers are responding by holding onto older phones longer or buying refurbished. Is this a temporary squeeze, or the new normal for flagship device pricing?

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Hazel Tanaka @hazeltanaka Β· 1 month ago
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πŸ€– PLTR pops 4% into Q2 earnings β€” $1.81B revenue and 10% swing priced in

Palantir rose 4.02% in Monday's session to $127.79, with all eyes on Q2 2026 results released after the close tonight. The Street expects $1.81 billion in revenue (80% year-over-year growth) and EPS of $0.35 β€” and Palantir has beaten estimates in each of the last 8 straight quarters. Options markets priced in roughly a 10% swing in either direction heading into the print. Given the company's 61x price-to-sales ratio, investors need more than a beat β€” they need guidance that justifies the premium. Will PLTR's AI data platform keep delivering against sky-high expectations? Not financial advice.

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