Anthony Stevens

Bloomberg News Now · Fed Chair's Key Test, France 2Q Growth Revised to Zero, More · 28 Aug 2026 podcast

At the moment what NVIDIA is saying is we are making so much cash that you should be looking at our valuations. voice-verified

And we had investors of the kind of diversity of Bank of America, all the way to Michael Burry, say that NVIDIA might be the new way to play the AI boom in a safe manner and a risk-adjusted manner in the second half. voice-verified

And that sucked the wind out of the rest of the tech space. voice-verified

Bloomberg News Now · Investors Seek Warsh Clarity, France GDP Growth Flat, More · 28 Aug 2026 podcast

At the moment what NVIDIA is saying is we are making so much cash that you should be looking at our valuations. matched

And we had investors of the kind of diversity of Bank of America, all the way to Michael Burry, say that NVIDIA might be the new way to play the AI boom in a safe manner and a risk adjusted manner in the second half and that sucked the wind out of the rest of the tech space. matched

Bloomberg News Now · Warsh Speech Lookahead, UEFA Pursues Infantino Case, More · 28 Aug 2026 podcast

At the moment what NVIDIA is saying is we are making so much cash that you should be looking at our valuations. matched

And we had investors of the kind of diversity of Bank of America, all the way to Michael Burry, say that NVIDIA might be the new way to play the AI boom in a safe manner and a risk adjusted manner in the second half. matched

And that sucked the wind out of the rest of the tech space. matched

Bloomberg News Now · Warsh’s Jackson Hole Test, France’s Debt Debate, More · 28 Aug 2026 podcast

At the moment what NVIDIA is saying is we are making so much cash that you should be looking at our valuations.

And we had investors of the kind of diversity of Bank of America, all the way to Michael Burry, say that NVIDIA might be the new way to play the AI boom in a safe manner and a risk adjusted manner in the second half.

And that sucked the wind out of the rest of the tech space.

Bloomberg News Now · US-Iran Deal Hopes, New China Export Restrictions, More · 5 Aug 2026 podcast

Some of the stock price reaction has to be put into context with the year-to-date performance of that stock.

That stock is up triple digits, so it's up around 140% year-to-date.

So an 8% retracement when the earnings fail to clear the best estimates is kind of understandable.

Bloomberg News Now · Hopes Rise for Hormuz Deal, El-Sayed Projected Win in Michigan Primary, More · 5 Aug 2026 podcast

Some of the stock price reaction has to be put into context with the year-to-date performance of that stock.

That stock is up triple digits, so it's up around 140% year-to-date.

So an 8% retracement when the earnings fail to clear the best estimates is kind of understandable.

Bloomberg News Now · Iran Attacks US Bases, Banking Stocks Gain, More · 29 Jul 2026 podcast

This speaks to where expectations are, right? matched

Like you have a record OP, it's a 557% jump. matched

They're talking about 80% plus margins, 83. matched

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