Ryan Detrick

speaker

751 appearances 2 recordings 2 series first heard Feb 2026 last heard 26 Jun

Ryan Detrick’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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It's just like, you know, but those are... Record earnings.

And then profit margins.

I don't know if we mentioned the margins on Micron when we started this conversation, but it was 84% or 85%.

They said next quarter it's going to be 84%.

That's unheard of.

Yeah.

But yeah.

You can argue it already is.

We've talked a lot about the Mag 7, how much it's underperformed.

Or normalize it.

Denominator blindness, right?

If I talk about the numerator, let's talk about the denominator.

We do.

You know, at the start of the year, we were thinking inflation was broadening out.

Sony looks at 178 core components or components of the core PCE.

This is before the war started.

And we were seeing things broaden out.

And then the war obviously started and inflation did what it did.

But you still look at core PCE and it's still trending higher, right?

It's not just about services.

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