Ben Barringer

“Alphabet, by contrast, saw its share price hit after hours as a result of a fairly messy set of results and a poorly handled earnings call”

Ben Barringer · said 2026-10-29 · reported 2026-10-29

Barringer contrasted Alphabet's after-hours share price decline with Microsoft's steadier approach.

“Microsoft is building out its architecture in a measured way and as such contains fewer surprises,”

Ben Barringer · said 2026-10-29 · reported 2026-10-29

Ben Barringer commented on Microsoft's and Alphabet's contrasting earnings results and investor reactions.

“The issue, of course, was with any architectural change ... you can make the chips, but what yield are you getting? If you're only getting a 50% yield, you're literally putting half the chips in the bin because they don't work very well,”

Ben Barringer · said 2026-10-14 · reported 2026-10-15

Barringer questioned whether CXMT can scale production of its new memory architecture, noting low yields would mean discarding many chips.