semiconductor cycle

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 11, 2025 by Rory O'Driscoll · across every show →

Everything said about semiconductor cycle, oldest first

Sep 11, 2025
Insight
O'Driscoll: Semiconductor equipment is a levered version of semiconductor cyclicality
“The most Cyclical business on the planet almost is a semiconductor capital equipment cycle because it's kind of a levered version of the semiconductor cycle.”
Rory O'Driscoll Sep 11, 2025 ▶ 51:34 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
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