Patrick McGoldrick
speaker
252 appearances
1 recordings
1 series
first heard Dec 2025
last heard 18 Dec
Patrick McGoldrick’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 — 1 in all, peaking in Dec 2025 with 1.
Appearances
People seem like they are really coming around on this story.
I saw Bank of America upgraded the stock earlier today.
A lot of optimism around just the overall memory needs that are going to be required as the AI infrastructure build out continues, especially going into next year.
So a lot of optimism there.
There have been some shakiness in the wake of Oracle and Broadcom results, but it really seems like Micron really surprised at the upside.
Things were well ahead of expectations across the key metrics, and they talked about
So much that they're not able to have enough supply to meet their major customers.
So sort of a problem there, but I guess a good one just in terms of how strong the demand is.
Yeah, absolutely.
We are seeing weakness across the hardware space today.
Obviously, as you increase these memory prices or prices for memory chips, that's going to be a problem for the companies that have to pay for it.
Obviously, a lot of the spending is being done, at least on the AI side of things, by these mega cap companies that have such deep pockets, your Microsofts and Alphabets and Amazons and so forth.
But beyond that, we are seeing places where Micron's gain is going to their detriment.
It's absolutely essential.
They made that move into that technology space.
They're the leader.
It is proving to be extremely useful in these data centers for AI because of the intense memory needs to keep that processing going as quickly as possible.
Not enough capacity out there.
They're adding some, but in the meantime, they're going to enjoy further price increases.
So good for them.
Showing 141–160 of 252 · page 8 of 13
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