Cascend's Ross: Tim Cook is a 'Supply Chain Ninja'

The video discusses the impact of the Federal Reserve's actions on technology stocks, highlighting a potential market 'melt-up' due to lower volumes. It examines Apple's supply chain challenges, particularly component shortages affecting production. The discussion also covers Apple's strategy to manage these shortages, including bringing some production in-house to add value and reduce dependency on suppliers. Apple's efforts to design custom processors for their products are also highlighted, showcasing their focus on enhancing power management and media processing capabilities.

What specific components are mentioned as being in shortage for Apple?

In what ways is Apple planning to enhance its product offerings according to the text?