The so called AI bubble will crash, stock prices will drop, but the demand for AI is obviously not going away; in addition it is only going to demand more and more RAM.
It looks like Micron and those who stand to lose profits from more RAM competition are the ones attempting to block Apple from using Chinese RAM.
Even if it does take 3 to 5 years to stand up a semiconductor fabrication plant, Apple alone can surely keep it busy.

Google says a single production line semiconductor fabrication plant that can produce DDR5X, LPDDR6, and HBM4 costs between $15 billion to $30 billion.
Google also claims Apple has access to maybe $40 billion in cash and up to $146 billion is liquid reserves.

So Apple can make a credible bluff that it will have a fab in 3 to 5 years to get its way today; and if they call it then Apple should just go all in and build the damn thing.

John will do it, Tim needs to step down already.

You pay a power bill? The utility that built billions worth of generation and transmission infrastructure on the promise of a future income stream gotta get paid. The bonds have to be covered or the banking system will seize up like in 2008. In the final analysis, it's the people left still paying a power bill who will get stuck.

... the horizon for those accounting shenanigans can be extended beyond the vesting date of the chief AI evangelist, all will be well. Not for you or I, of course. But the first in, first out money will survive.
It would be wise to research the ownership structures of these outfits for just such mismatches before committing any money to them.

Tacking them on where?

I've been thinking about swapping a worn out ICE in a classic car with a Tesla crate motor. There are shops that will do that kind of work. But leaving the vehicle registration as 'petrol'. No more gas taxes, no EV annual surcharge.

Apple's P/E ratio has nearly doubled over the last ten to fifteen years. They've benefited from irrational growth during that time and now they have to suffer a potentially irrational loss. The big players get more attention, so the market has a tendency to overreact to good or bad news about them. If you're that incensed by it, put your money where your mouth is and buy the dip.

Apple is so obsessed with vertical integration that it's hard to fathom how this hasn't already happened. It's not like they don't have the money or clout to hire the talent and procure the equipment.

Everyone? The market is consolidating, much as it did in the early days of ICE vehicle production.

Evidently, you learned economics from Saturday morning cartoons.

Who gets rid of a vehicle with 300 miles on it?

• Someone who has fallen on tough financial times. Rare.
• Someone who bought said EV new and rapidly discovered that this one is a lemon.
• Someone who bought said EV new and rapidly discovered that this model, or it's support infrastructure is not as advertised*.

*New cars in general and perhaps EVs specifically can go from great vehicles to dogs rapidly if their manufacturer changes policy and uploads new firmware. Enjoy paying rent for your previously standard equipment heated seats.

How can I move to North Korea?

That idiom has another meaning.

... your site. But I'm tired of being yelled at for turning on enhanced tracking protection. Not blocking adds. I see Retool in my sleep by now. Just asking "Please don't track me."

Like completion of the I-5 construction project through Seattle? No one will ever believe something that outlandish.

The traffic control ones installed at major intersections, for example. They have sufficient resolution for ALPR. They caught a guy using a home brew Opticom transmitter by checking the recorded video around the logged signal preemptions and getting his plate off the picture.

Originaly, it was supposed to be a social network for making professional contacts. A noble endeavour, to be sure. But the forces of DEI and social credit just couldn't allow that to stand. It now has added the moderation features of the echo chamber type network. I.e., if you don't conform, you're outta here.

The A.I. slop arises from attempts by users to prepare reasonably sounding commentary without getting trapped in one of the many snares of "social acceptability". A.I. would seem to be pretty good at this, seeing it's in-built tendencies to maintain social engagement. Even if that just means re-hashing the bullshit that the influencer class loves to hear. Which is probably why it is disliked by them. The self-proclaimed social leaders don't want to be side tracked engaging with 'bots while real humans look for jobs.