Carmen Reinecke
speaker
161 appearances
12 recordings
2 series
first heard Nov 2025
last heard 9 Sep
Carmen Reinecke’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 — 12 in all, peaking in Aug 2026 with 5.
Appearances
So there are a few
key things investors are really looking at in this report.
They want to know more about sort of the circular financing woes that NVIDIA is giving even more money sort of to this ecosystem.
They want to hear about gross margins, if those can continue to stay high, especially given higher input costs.
And then they want to hear what Jensen has to say.
I mean, he is still considered sort of the king, the pope of AI.
And what he says about future forward demand is really important.
Yeah, the valuation is really interesting.
It's come in a lot.
It's about 18, 19 times forward earnings.
And that's incredible because the growth is so large here.
What we're seeing or what I'm hearing from investors is some of that is because this type of growth is expected to start slowing, right?
So, even though growth can
you know, going to continue.
It's not going to be 100% year over year over year going forward into the future.
So investors are starting to sort of bake in some of the slowing revenue growth here and look to other places of the AI infrastructure trade that are just more exciting at the moment, like memory stocks, which we've seen be very, very volatile lately.
So I believe the hosts might come on and give some indication as to what is causing the hold.
But at this moment, I don't think I currently know.
Well, I mean, I think the thing we are demonstrating with companies like Blue Origin, SpaceX, Relativity, as we mentioned, all sorts of commercial companies, is that there is quite a very vibrant and diverse
And I think we've seen that, you know, when it comes to their business portfolio, it you know, that is why when the likes of Blue Origin, SpaceX, a lot of these launch companies do more than just launch, because I don't think it's launch alone doesn't seem like it's enough to sustain the business.
Showing 61–80 of 161 · page 4 of 9
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