David Bonson
speaker
6 appearances
2 recordings
1 series
first heard Aug 2026
last heard 13 Aug
David Bonson’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 — 2 in all, peaking in Aug 2026 with 2.
Appearances
What we've seen so far we like.
There's no big surprises to us.
The thing I want to point out is that the hyperscaler growth, which is at and above target, is not the entirety of the growth.
On one hand, if you look at their legacy businesses, which is what attracted us to the stock, networking orders, the non hyperscaler orders, they're also up substantially.
Bloomberg News Now · S&P Nears Record on Benign US CPI, Cisco Disappoints, More · 13 Aug 2026
podcast
we've seen so far, we like.
There's no big surprises to us.
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