
Memory Wars
“It is like a war, with everybody competing for memory chips.”
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check

“It is like a war, with everybody competing for memory chips.”

Steady as She Goes

The market and U.S. economy continue to display a remarkable degree of resilience

Reaction Functions

Markets are trying to understand the Fed Chair's reaction function

Freely Flowing Cash

Alphabet’s FCF turned negative for the first time ever

As Good As It Gets

We just don’t know how long it’s going to last

Stealing Alpha