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 we see them building satellites, you know, talking about space stations, launching people.
And so data centers seems to be this next big thing that I think a lot of these entrepreneurs think might actually be kind of the space gold mine, as it were.
Yeah, totally.
And this was actually really great because there was some anxiety building around this trade.
We've seen this for a while, but following specifically Broadcom and Oracle's reports last week, and then some of the news we saw yesterday that weighed on Oracle as well.
Investors were very happy to see Micron do so well.
As you said, shares are up 11%.
And it's also lifting some of the other digital storage and memory stocks.
So we're seeing SanDisk, Western Digital, Seagate, all on the top performers board today on the S&P 500.
And we're seeing a little bit of enthusiasm come back into that AI trade.
So Nvidia, Microsoft, Amazon, Meta, finally back in the green.
Nvidia, especially after the sell-off yesterday.
Yeah, it's totally true, and you're right.
The Apple is lagging today, so is HP, so is Dell.
I think what we're really starting to see is that the AI trade is still going, but it's becoming, I think, more and more company-specific, right?
Investors are really rewarding the shares of companies that do deliver and are showing that they can do well, that they have future growth, and are much more cautious on the stocks of companies that don't or that stumble at all.
And this can change quarter to quarter.
I mean, we just saw that with Oracle.
So it's really a story that just continues to unfold.
Fingers crossed that they don't.
Showing 81–100 of 161 · page 5 of 9
← Previous
Next →