“Apple gets crowded off the best chips and hammered by tripled memory prices, paying maybe two-fifty more per iPhone into a consumer that can't bear it.”
“that means the end consumer is paying $250 more for an iPhone... Apple has to either pass it on to the consumer... or B, they have to eat it.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.