Amanda Lyons, mentioned 4 times across podcast episodes and expert conversations analyzed by Sonic.
Amanda Lyons believes the recent sell-off in technology stocks does not represent a change in the fundamental story for AI, but is rather a positioning issue.
Amanda Lyons predicts that the peak in the current memory pricing cycle has not yet been reached.
Amanda Lyons believes that at some point the memory chip market will shift from being supply-constrained to having too much supply, causing cyclicality to return to the sector.