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 · AI Selloff, Apple vs. OpenAI & the Future of Defense Tech · 14 Jul 2026 podcast

Yeah, so what we're seeing here is that the route in South Korea's market has spilled over into the U.S.

with SK Hynix ADR is down about 9%.

What's really interesting here is that the South Korean stock, it's fallen a lot, more than 30% drawdown, and it actually has brought the company's market cap below a key $1 trillion level that it hit after a

blistering rally in memory stocks that we've also seen in the U.S.

market.

So we've seen SK Hynix now dip below that level.

It's about $875 billion in market cap.

That also weighed on Samsung, brought that below that key $1 trillion market cap level.

And we've seen more pain here in the United States as well.

So not only are we seeing those SK Hynix ADRs today, we're seeing shares of Micron, Western Digital, SanDisk all fall

The SOX is down on the day.

The NASDAQ 100 is down.

So we're seeing a lot of pain here come over from that South Korean market route.

Bloomberg Tech · Tesla Deliveries Jump 25% · 2 Jul 2026 podcast

Yeah, so what we need to know here is just exactly how Wall Street is going to vat or justify this huge valuation that we're seeing on SpaceX. matched

So we have a little bit of an indication here, right? matched

We've gotten some analyst research in the weeks since the Blockbuster IPO from banks that were not involved in that process. matched

So we know now we can see that the price to sales ratio for SpaceX, which has always been quite high, is trading much higher than its peers. matched

Even ones like Palantir, and a software defense company that is often called out as having one of the highest valuations in the S P 500 and Microsoft. matched

So for example, Microsoft trades at a much lower price to sales ratio than SpaceX and is expected to bring in about 10 times the revenue this year as SpaceX, which is about $36 billion for SpaceX, more than $300 billion for Microsoft. matched

Something that is key here to these large valuations is explosive revenue growth that Wall Street is seeing. matched

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