Asit Sharma
speaker
746 appearances
7 recordings
1 series
first heard Nov 2025
last heard 27 Jan
Asit Sharma’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.
Appearances
You could wait.
This business is going to be volatile, and the stock is going to be volatile to follow.
But I have to say, let's give a lot of credit to LeapBouton.
This is a guy we knew about, Tim.
He was the CEO of a esoteric company in the semiconductor industry on the design side, Cadence Design Systems.
He has a master's degree in nuclear engineering from MIT.
He was on the board of Intel and just was uncomfortable with all the middle management and inefficient use of resources when he was a board member.
I think he's still on the board, but looking not as the operator of the business.
Not only has he really set the future into motion, he's also proven to be good on the rubbing elbows side, the handshake side.
He's been able to roll with the punches with the Trump administration.
They got off to a very rocky start.
He's sealed an investment from
We the taxpayers and from NVIDIA.
So I think he's showing that he brings a lot of tools to a very difficult turnaround.
I will say that NVIDIA has many chances to fail.
The competition doesn't slow down.
So when we hear about them being able to get 14A moving, let's say in 2027, that's so many months more they're losing to competition competitors like AMD and those who are actual fabs like Taiwan Semiconductor.
But on the other hand, if this story plays out the way it could, you have here on American soil a really specialized chip manufacturer that will see a ton of demand in the future.
AI ain't going anywhere, Tim.
We know that, right?
Showing 141–160 of 746 · page 8 of 38
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