Tech analyst Jukan: Suggests shorting "Pure Fruit Chain" assets, Lingyun Semiconductor becomes the top choice

Glonghui June 28th｜Citrini Research analyst Jukan posted on the X platform, saying that shorting the Apple supply chain might be an interesting idea. Jukan put forward a reflexive point of view: if Apple's core business remains strong, why are almost all Apple suppliers now doing their utmost to eliminate simple "Apple dependence" and instead desperately trying to move toward the AI concept? This in itself is a reason to be bearish on Apple's business. Jukan noted that there are already very few Apple supply chain stocks on the market that lack AI exposure and rely purely on traditional consumer electronics, and Cirrus Logic (CRUS.US), whose revenue is highly tied to Apple, is one of the few short candidates.