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Wednesday, August 10, 2022 2:23:43 PM
Anything made for Apple would be seen as income between 90-180 days after it goes on sale.
One way to tell this is coming is to look at the level below the manufacturer -- the raw material provider. They're going to get paid by the manufacturer, not by Apple (or whomever), and they're going to want their money immediately.
In this case that jibes well with Sanxiang (sp?) selling a boatload of sponge zirconium in the first half of the year. It certainly appears that SOMEONE is making a lot of Liquidmetal parts.
Is it for Japanese golf clubs? Is it Huawei for hinges? Is it CCP for Mechagodzilla? All possible. But it could be Apple, Tesla, Samsung, and family.
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