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

simply don't have the ability in their mandate to invest in emerging market companies. voice-verified

This allows them to trade here in the U.S. voice-verified

So you're looking at potentially down the line inclusion in the NASDAQ 100. voice-verified

Obviously, retail investor appetite will probably be through the roof, just given what voice-verified

seen with Micron and other companies. voice-verified

And you're kind of bread and butter investors, those long only managers who aren't able to invest outside of the U.S. voice-verified

Now we'll have another company to play as it relates to this memory boom. voice-verified

It's a pure play, and they love Micron for the exact same reason. voice-verified

Obviously, this is potentially a debate we have two, three, four years from now. voice-verified

Is this still a cyclical business, or is this, in fact, a revolutionary change where we are not going to be talking about the cyclicality of semiconductors? voice-verified

But when you talk to U.S. voice-verified

investors, there's excitement to have exposure to yet another company. voice-verified

Bloomberg Tech · Chip Stocks on Track for Best Quarter Ever · 30 Jun 2026 podcast

Yeah, we go back to May and all these banks were compiling orders or at least indications of interest.

So when you're talking about tapping retail, promoting this across your retail channel, saying basically let us know if you're interested in buying SpaceX and how much you would want to buy.

Or I did that.

And they said, well, we have more than a billion dollars of demand from these indication of interests.

They submit that to Goldman Sachs, Morgan Stanley, the big banks running the initial public offering.

And according to Bloomberg reporting, they thought that's all they had to do, except when you get closer to the launch and closer to the pricing dates in June, you need to actually show up with an order book.

So according to our reporting, the bank never submitted actual orders on behalf of its clients.

So more than a billion dollars that was indicated in interest, according to Mirai, never actually was passed along formally to Goldman Sachs and Morgan Stanley.

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