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

forward. matched

We got a little bit of a respite over the last few days. matched

We saw a sell-off, but we're kind of back up. matched

That rally is going stronger today. matched

So how NVIDIA talks about the future demand here is going to be paramount to that entire sector. matched

Exactly. matched

So something that we've seen over the last few earnings reports for NVIDIA is that shares of F actually fall in the day after results, even if they're very strong, even if it's a blowout report. matched

Some of that is pretty typical around earnings. matched

You get a little bit of a buy the rumor, sell the news. matched

Obviously, this could be a good place for investors to trim, to sort of take some profits, especially after such an incredible rally. matched

And the other thing I'd say is that so NVIDIA is matched

Still the most important stock in the S P 500. matched

It's the largest company in the world. matched

It commands the most weight in the index, but it's not immune to broader macro pressures. matched

And we have seen sort of the pull and of the AI trade continuing over this year. matched

Crazy. matched

So while it's very important to see the future demand there for these stocks, it's also no guarantee that this is going to continue to march forward and up to the matched

right, especially just in the days after the report. matched

Yeah, so we've seen in NVIDIA's valuation sort of continuously tick down, even through the stocks rally, because its earnings growth is so astronomical. matched

So basically what investors are paying for that forward earnings growth is less than a lot of other companies, even other companies in the space that command a much higher valuation. matched

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