Anthony Stevens

speaker

119 appearances 21 recordings 2 series first heard May 2026 last heard 28 Aug

Anthony Stevens’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 9.

Appearances

newest first · ▶ plays the moment

Bloomberg News Now · Surprise Iran Attack On US, OpenAI Model Escapes Again, More · 29 Jul 2026 podcast

And that speaks to the problem here. matched

It's positioning and expectation meeting very high standards is becoming very difficult. matched

Bloomberg News Now · US Intercepts Iran Attack, SK Hynix Profit Miss, More · 29 Jul 2026 podcast

This speaks to where expectations are, right? matched

Like you have a record OP. matched

It's a 557% jump. matched

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

You have ADR that went into the results with 20% plus premium. matched

And that speaks to the problem here. matched

Bloomberg News Now · New Strikes in Hormuz, Syria Explosions Near Macron Hotel, More · 7 Jul 2026 podcast

You're seeing, you know, very high volatility and very high positioning getting unwound here on what is on the face of it a very strong result. voice-verified

And that points to more of like a technical or tactical selling here, which is leading to some rotation. voice-verified

So Samsung is down strongly. voice-verified

So is Kioxia. voice-verified

So is Hynix. voice-verified

And this speaks to the fact that the memory trade has been the big, but also the most liquid way to play the AI hardware infrastructure build out. voice-verified

Bloomberg News Now · Qatari LNG Ship Hit in Hormuz, USA Out of World Cup, More · 7 Jul 2026 podcast

You're seeing, you know, very high volatility and very high positioning getting unwound here on what is on the face of it a very strong result.

And that points to more of like a technical or tactical selling here, which is leading to some rotation.

So Samsung is down strongly.

So is Kioxia.

So is Hynix.

And this speaks to the fact that the memory trade has been the big, but also the most liquid way to play the AI hardware infrastructure build out.

Showing 41–60 of 119 · page 3 of 6