Caroline Hyde / Ed Ludlow

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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 over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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Bloomberg Tech · Tech Stocks Rally on the Back of Ceasefire Deal · 8 Apr 2026 podcast

Because when we think about the energy prices, for example, that does inflate a little bit.

Yeah, so our perspective is, just like you said, investors need exposure to the picks and shovels and this build-up, because it's still early and still happening.

The margin structures right now are high relative to history, but we think durable because of the fact that

This relationship between your ability to put compute in the ground and generate revenue for the model companies and for the cloud vendors is still very tight.

There isn't a big discontinuity event happening from either a supplier or demand side that would upset margin structures.

You mentioned a couple of the names.

One of them that we think right now the market hasn't fully gotten its arms around is what's happening with Marvell.

And last year, there was a lot of controversy around Marvell and their ability to hold share at Amazon and some of their other big vendors.

What we think the market's missing is around all of the ASIC business, Marvell has this great opportunity to attach XPU, attach products, and grow substantially.

So we think that's a specific company where there's a real opportunity around the upside there.

I mean, love the fundamental analysis and cutting through the noise of the moment from a macro perspective.

Go to the anthropic news then.

We started this conversation by you saying, like, look at the changes and the in-step changes we're seeing in models.

You like the likes of Palo Alto Networks.

They're one of the key 40 companies that's helping stress test and understand what the cyber risk is from that.

Yeah, so I describe myself a little bit as a reformed software investor.

I grew up following the entire software suite, and obviously software has some headwinds right now that we can talk about.

But within that whole industry set, we think that companies that are involved in cybersecurity have a massive opportunity in front of them.

Some of the companies that are helping with data problems have really big opportunities in front of them.

So, you know, the news from Anthropic last night

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