memory makers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 16, 2026 by Rory O'Driscoll · across every show →
Everything said about memory makers, oldest first
Jul 16, 2026 bearish
O'Driscoll: AI memory chip supercycle will outlast normal cycles before correcting
“I think it'll last a little longer than the typical cycle, but in the end it'll, I mean, at some point it does correct. You're not going to have the memory makers Earning 70%, not net margins, not gross margins, net margins forever.”