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.

newest first · ▶ plays the moment

Bloomberg News Now · Tanker Attacked in Hormuz, Samsung Tumbles, 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.

Bloomberg News Now · Oil Tanker Set Ablaze, USA Exits 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.

Yeah, so the 85% odd margins that they're looking for into the fourth quarter, that is a shortage level margin, right?

So that's feeding into the broader chip ecosystem here.

You're seeing Taiwan, all of the server plays are very strong.

In Korea, obviously memory is strong.

That is pretty much one-to-one delta with Micron.

So it's no surprise Hynix is trading really well.

Samsung is trading really well.

Make decisions.

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