Carmen Reinicke

speaker

354 appearances 17 recordings 1 series first heard Nov 2025 last heard 8 Sep

Carmen Reinicke’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 — 17 in all, peaking in Jun 2026 with 6.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Taiwan Eyes China AI Chip Sales Curbs; OpenAI Files for IPO · 9 Jun 2026 podcast

I mean, the stock is still up more than 150% from its IPO price, but you do see these kinds of pressures. voice-verified

They've also had voice-verified

Had some earnings reports that investors balked at. voice-verified

So all of these catalysts really add up to choppiness in the first year as the market kind of assesses where the valuation is going to be going forward. voice-verified

And I think that's something that people are looking at with SpaceX as well. voice-verified

If you look at price to sales, if it's not profitable yet, it's a really high valuation. voice-verified

That's something people have been looking at in the, you know, AI and the tech and the space. voice-verified

space overarchingly, so investors might want to wait for a better entry point. voice-verified

Then voice-verified

Exactly. voice-verified

So that's that's kind of the catch 22 here. voice-verified

You know, do you want to try to buy in on the first day where you could see a huge pop, right? voice-verified

And then maybe you're buying at a more expensive price, or do you want to wait and see what happens? voice-verified

Overarchingly, it seems like if you're a longer-term investor, the data show that these IPOs do really well, right? voice-verified

These stocks have gone up astronomically. voice-verified

So it's just all about finding that right entry point, finding that right time, that time horizon and when to get in. voice-verified

Bloomberg Tech · Nvidia Earnings In Focus; SpaceX Eyes Historic IPO · 20 May 2026 podcast

Yeah, so it's been so important NVIDIA overall, right? matched

We know it's sort of the kingmaker of the AI trade. matched

It's the stock that all investors are watching really to see the demand going forward and if that story is still strong. matched

And so this huge rally that we've seen in the chipmaking space really from this March 30th low up through last week, it's had incredible momentum, but NVIDIA is really the thing that investors are gonna watch to see if this can go. matched

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