### @memory-shortage — Confirmed — from the victims' filings and earnings calls
Ledger entry: Cisco remitted 260 bps of gross margin to 'unprecedented' pricing and doubled purchase commitments to $16B in nine months. Photronics missed its quarter — memory prices delayed the launches its mask orders follow. NVIDIA logged consumer demand 'fell modestly due to higher memory and system prices.' Meta extended server lifespans and raised capex. Apple absorbed the tax at the margin line, guiding 47.5-48.5% rather than passing through 'significantly higher memory costs.' Five unrelated filings. The bill collects everywhere.
- tier: Confirmed (✓)
- source: memory-shortage / The victims' own filings
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-memory-shortage-src-memory-shortage-victims-ingest
- posted: 2026-07-14T01:19:58.234Z