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
6 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 6.

Appearances

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So our own Bloomberg intelligence analysts see matched
That SpaceX could swing to a slight profit by 2028 and see its revenue growth more than go up more than 800% by 2030. matched
So other estimates that we're seeing so far are seeing this more than quadruple into 2028 as well. matched
And this is really gonna be key to what we're looking at when more of these estimates and analyst reports come out next week. matched
So it should be Tuesday, that's 2015. matched
five days since the IPO. matched
This is when the quiet period ends. matched
And the most important things that we'll we'll be getting are, you know, analyst research from banks that underwrote the IPO. matched
So that includes Goldman Sachs, Morgan Stanley, Bank of America, JP Morgan, and 18 other banks that participated. matched
Back to you, Ed. matched
Ed, yeah, so we're seeing a lot of red on the screen here today. voice-verified
The NASDAQ's down almost 3%. voice-verified
The biggest laggards here are memory names. voice-verified
So we know this was kicked off in South Korea when a local media report said that SK Heinex may be sort of pulling back on its AI chips, maybe shifting to DRAM a little bit. voice-verified
That sent the markets tumbling and it sort of invet in it sort of gave some pause to the AI trade that we've seen. voice-verified
So we can see the biggest. voice-verified
Slaggards here, Sandis Corp., Micron Technology, and Lamb. voice-verified
So these are all memory names that are dragging that market lower. voice-verified
Let's also take a look at SpaceX today. voice-verified
So share is actually seeing a little bit of dip buying, perhaps. voice-verified
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