Caroline Hyde / Ed Ludlow
speaker
420 appearances
1 recordings
1 series
first heard Apr 2026
last heard 8 Apr
Caroline Hyde / Ed Ludlow’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
And so, our baseline is, you know, you want to still be involved in the semiconductor names, the networking names, things like that, that are the direct beneficiaries of the spending sector.
Brooke, the corners of the technology market that are rallying the hardest in this moment are memory, logic, storage.
I'm talking right now in response to the ceasefire.
But that would indicate, if you look at some of the names that returned to the prices they were at prior to the start of the war in Iran, that this conflict has done nothing to divert the trajectory that you believe capital expenditures are on when it comes to the AI build-out.
Yeah, and our fundamental belief is that there's been nothing that's changed in that backdrop.
The plans and expectations that we had from these companies in terms of their levels of spending, where they were putting the capacity, how tight compute is right now, none of that has changed.
And yes, the world is more uncertain today than it was four months ago, and risk premium have probably moved higher structurally because of that.
it doesn't change the direction and the magnitude of what we're seeing.
Remember that in this cycle, right now compute and all the associated parts around compute are the most restricted and hardest to get thing in the marketplace.
And if you want these models to perform better and to keep doing more and more,
The key ingredient is compute and power and memory and all of the things that get pulled on by that.
There's nothing that would change the outlook.
We're very close to the big spenders around this area.
When you think of the Mag7 companies, we spend a lot of time meeting with those management teams and understanding what their plans look like.
None of them are wavering in their commitment and their belief in the opportunity in front of them behind this.
Brooke, just very quickly, did supply chains for chip and chip manufacturing prove to be more resilient in this moment than they were in the early days of the pandemic?
Yes, but I still think that those supply chains are an area where there's a tremendous amount of focus in building more resiliency, creating more chip capacity, doing it in more geographies, and that build-out is likely to persist.
But as of today and what we've seen through this latest geopolitical crisis, there hasn't been any material impact on supply chains there.
What's been really interesting is when we think about the semis, NVIDIA, Marvell, Broadcom, names that you're in, you like exposure to.
Is there any hit longer term to the margin or any viewpoint on how you get into the picks and shovels still?
Showing 61–80 of 420 · page 4 of 21
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