Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’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 — 33 in all, peaking in Jul 2026 with 13.
Appearances
Kunjan Sabani is Bloomberg Intelligence Senior Semiconductor Analyst.
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Paul Meeks is also with us, Head of Technology Research at Freedom Capital Markets.
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And Jay Goldberg.
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of Seaport Research Partners is joining us as well.
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Once again, Jay is the only analyst tracked by Bloomberg who has a sell rating on Nvidia's stock.
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He's got a price target of $140.
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Paul, your reaction, pleased with these numbers?
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Why would a company do that?
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A company like NVIDIA that has such a following right now, so many analysts covering this, some people consider it a macro event when it reports earnings.
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Why change reporting structure right now?
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What's the question you'd ask about that on the call if you were given the chance, Ed?
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Hey, you know, you can even Monday morning quarterback your own work and pretty easy to do that.
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It was a great interview with Michael Dell as well, too, from Las Vegas.
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Hey, I want to bring back Paul Meeks, head of tech research at Freedom Capital Markets and also Kunjan Sabani, Bloomberg Intelligence, senior semiconductor analyst.
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They're joining our roundtable.
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Kunjan, you mentioned that you like this additional $80 billion in share buyback.
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Why is that?
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Why is that a good use of cash?
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Like convince people that that's a good use of cash in your view.
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We're speaking to Paul Meeks, head of technology research at Freedom Capital Markets.
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Showing 1061–1080 of 1,353 · page 54 of 68
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