Bailey Lipschultz

speaker

473 appearances 18 recordings 1 series first heard May 2026 last heard 10 Aug

Bailey Lipschultz’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 — 18 in all, peaking in Jun 2026 with 8.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AI Chip Selloff Spreads Across Global Markets · 7 Jul 2026 podcast

If the shares continue to trade about thirty percent above, that opens up more capacity, more liquidity. matched

Those are the events structurally that do matter from an ECM perspective. matched

Estimated earnings will be. matched

Bloomberg Tech · Broadcom, Apple Expand Custom Chip Partnership · 6 Jul 2026 podcast

Yeah, the main things to keep in mind, there is indications of interest for about $7 billion of that demand. voice-verified

So seven out of 28 already being potentially allocated to the likes of COA2 and others who have, again, kind of prop this up from a cornerstone perspective. voice-verified

Another thing that investors were closely watching was the fungibility of these ADRs or ADSs. voice-verified

What that really means is, can you exchange the South Korean listing shares for ADRs and vice versa? voice-verified

Absolutely. voice-verified

As of now, our understanding is that you can take these ADRs and convert them into South Korean shares, but not vice versa. voice-verified

The reason that matters, that's exactly what Taiwan Semi has done. voice-verified

That's why TSM shares that trade here in the U.S. voice-verified

trade at such a large premium relative to their Asian listed shares. voice-verified

So certainly something to keep an eye on as we get underway a big presentation at 1.30 p.m. voice-verified

New York time is something all investors are going to be tuned into since that's the only real time SK Hynix is going to market this deal. voice-verified

This is voice-verified

run with it. voice-verified

No, exactly. voice-verified

I was going to say, this is all kind of $28 billion will help fund those expansions, fund those projects in South Korea. voice-verified

But this is about being able to open up the deepest pool of capital here in the U.S. voice-verified

So investors who don't want to trade overnight or overnight. voice-verified

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