Joanne Feeney
speaker
259 appearances
6 recordings
2 series
first heard Nov 2025
last heard 8 Sep
Joanne Feeney’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 Sep 2026 with 1.
Appearances
Because you have three players at the leading edge, you have some at the trailing edge, they're all building more capacity, and this is how the memory world works.
Some people are saying, oh, this is different, we're no longer in a cyclical you know industry.
I just disagree.
The game theory behind when these guys add capacity and how much they add has always pointed to them collectively adding too much capacity.
It's in their interests to build more capacity for than their current market share justifies because they want to gain market share.
And so we're gonna see those prices come down at some point, and we always see the prices of the stocks come down well ahead of that.
So I think that's a particularly dangerous area.
I don't know for how long this current, you know, positive momentum is gonna last.
But I also don't think it's a problem, Ed, that we're s we saw a little bit of a pullback.
Investors probably had become overly concentrated.
You know, we are pretty active in making sure our investors, our clients are not overweight, you know, any one name.
And so you see some diversification, which is simply smart.
And it does lead to these kinds of periods of pullbacks of volatility.
Well, it's hard to know.
I mean look, stock prices are noisy, right?
Um, you know, I spent a lot of time, you know, studying asset pricing when I was back when I was an economist.
And you know, we we learned looking at the data back then that you you don't look at any one day, you don't even look at a week, you don't look at a month.
You've got to look at the long term.
And what we've been focused on is how are earnings driving the fundamental valuation of a company?
What kind of cash
Showing 81–100 of 259 · page 5 of 13
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