Anurag Rana
speaker
534 appearances
29 recordings
3 series
first heard Dec 2025
last heard 10 Sep
Anurag Rana’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 — 29 in all, peaking in Apr 2026 with 7.
Appearances
Yeah, but again, as I said, you know, if they are at 3% of their revenue right now, which is nothing, again, you know, 15 odd billion, if it goes to even 4% of revenue or three and a half, 18 billion, 20 billion, it's nothing compared to how much they bring in every year.
So if Citi is going to help them sell more phones down the road, adding another 5, 10, 15 billion is not going to, you know, to be honest, break the bank here.
Apple does make its own chip.
It goes to TSMC to get them made.
And then those chip is, their custom chips have been a big story of selling their Macs and their phones.
Now, if they are getting a little bit of, you could say backlog issues because TSMC is really busy doing AI chips, they could go to Intel
It certainly complicates it.
I think it's clear that Iran hopes to be able to place a wedge between the U.S.
and Israel through Lebanon.
If Intel has the ability to do it, I think this is going to be good news for the entire space because right now we are not constrained by anything but supply of chips, power, and everything that's hardware and chip-related things.
It's not dollars.
Intel has the ability to do it.
I think this is going to be good news for the entire space because right now we are not constrained by anything but supply of chips, power, and everything that's hardware and chip-related things.
It's not dollars.
It's not demand.
If Intel has the ability to do it, I think this is going to be good news for the entire space because right now we are not constrained by anything but supply of chips, power, and everything that's hardware and chip-related things.
It's not dollars.
It's not demand.
See, if you go back and look at the previous quarter, we saw Apple uh the iPhone's doing really well.
This quarter it's done well.
Showing 121–140 of 534 · page 7 of 27
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