Jay Goldberg
speaker
117 appearances
6 recordings
2 series
first heard Jan 2026
last heard 20 May
Jay Goldberg’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Feb 2026 with 3.
Appearances
When does Vera Rubin really kick in and then go beyond that?
That's kind of how the street would look at it, I think.
So I think there's a near-term problem and a longer-term problem.
The near-term issue is memory.
Memory prices are expensive.
That cuts into everybody's margins.
It's going to eventually cut into consumer demand.
Phones will be more expensive because of the memory.
It's a well-known story.
So I think that's a near-term headwind.
Longer term, I think Qualcomm has some pretty significant challenges, and I'm not sure they're ready to address them yet.
I know they are, but the protesters have said, you know, where are the Americans?
You promised them we would have their back.
Do we still have their back?
So I think there's a near-term problem and a longer-term problem.
The near-term issue is memory.
Memory prices are expensive.
That cuts into everybody's margins.
It's going to eventually cut into consumer demand.
Phones will be more expensive because of the memory.
Showing 81–100 of 117 · page 5 of 6
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