6/26/2026 - I had a friend who used to urge patience when I expressed
frustration about unfair conditions that seemed to
linger forever. He would say, “At some point, the card
changes.” It's rich to hear Tim Cook complain about the
price of memory and storage, which have forced Apple (AAPL)
to raise its prices. Micron Technology (MU) begged Apple to
fork over more cash for these chips a few years ago and told
Cook that his ham-fisted approach left no funds to expand
capacity....
Payne's Perspective: A Force in Space & Markets
6/15/2026 By Charles Payne, CEO & Principal AnalystThe run in semiconductor stocks has been dazzling. The last stage of the move has been parabolic. It invites a lot of skepticism and cynicism. But even those that are bullish will admit the move has been so magnificent that the gut says it's due to stall and give back some ground.
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