I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
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The Recent Cyberspace Administration of China Is a Significant Headwind That Is Impacting Our Outlook and Slowing Our Recovery
Micron has been the ultimate commoditize kind of area within the space. One of the reasons why earnings are down this year is that all the double and triple ordering that went on in 2020 and 2021. And there's a glut I think on the market. How can they speak to AI? Well, they can talk about the increase build out of data centers, but that's going to be a 2024, 2025 thing. They're just suffering from, I think, the hangover from what's going on over the last few years. So they don't got the story here. And I think China is over.
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