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.

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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

A poor decision is always better than no decision.

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.

The winners are very clear.

And now we're talking about triple digit gains.

So Micron itself has almost tripled this year.

And there are a lot of names in Taiwan and Korea that have posted very similar gains.

These are this is a huge cushion for single stock stock pickers.

Right.

Whatever macro thing happens, if you're sitting on 300 percent gains, you have a lot of room to run.

The winners are very clear.

And now we're talking about triple digit gains.

So Micron itself has almost tripled this year.

And there are a lot of names in Taiwan and Korea that have posted very similar gains.

This is a huge cushion for single stock stock pickers.

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