Alex Frangos
speaker
457 appearances
23 recordings
1 series
first heard Feb 2025
last heard 5d ago
Alex Frangos’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Aug 2026 with 3.
Appearances
And then there was a report in the information that a Shanghai company had made progress in creating these ultraviolet lithography tools that are currently the provenance of a Dutch company called ASML.
And this Shanghai company, if it really has built that kind of thing, could definitely give the Chinese a leg up in the tools that are used to create the chips, the most advanced high-end chips.
So all of this has people spooked and sending chip stocks way lower.
Yeah, I mean, I think investors are concerned that the big hyperscalers are going to say that they're going to be spending a lot more and making a lot less money.
And we saw that kind of a preview of that with Google last week where they had negative free cash flow for the first time, which meant they're burning their resources in order to do this AI build out.
That's potentially good for chip making stocks, but also seen as maybe not sustainable in the long run.
You know, so people are on edge.
People have to remember the expectations are very high.
These chip companies and the AI hyperscalers and the different companies, their valuations are extremely high.
The stock market, despite the pullback in the Nasdaq, it's still up 8% this year.
So there's still a lot of high expectations baked into the prices of stocks.
you
Yeah, it's really quite astonishing.
Trump and his family started these businesses in the months before he was elected while promising to make America the capital of crypto.
And the ventures really brought in a huge amount of real cash, over a billion dollars.
And what's notable is while the Trump family did really well, the investors in those coins, some of them didn't.
The value of those coins dropped quite a bit after that.
Yeah, sure.
He's always had those.
Trump stakes, Trump watches brought in $4.7 million.
Showing 141–160 of 457 · page 8 of 23
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