David Uberti

speaker

34 appearances 2 recordings 1 series first heard Aug 2026 last heard 26 Aug

David Uberti’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.

Appearances

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WSJ What’s News · Will a U.S. Nuclear Deal Push Saudi Arabia to Recognize Israel? · 26 Aug 2026 podcast

Where does that leave the market as far as what the actual demand is?

And will it be able to continue growing if Nvidia itself can't throw money at some of its potential customers?

WSJ What’s News · Why AI Models Keep Hacking Other Companies · 6 Aug 2026 podcast

So essentially after an IPO, you will have a period at which early investors in a company or a company insiders, current or former employees have to hold on to their stock before they can actually start trading them into the market.

And today we saw the first tranche of those changes.

stock become available to trade.

900 million shares, as you mentioned, that's more than the total number of shares that were previously tradable.

So if you think just in terms of pure supply and demand, a huge amount of supply is now potentially flooding the market going forward.

So that's why you're seeing a lot of investors on Wall Street sort of brace themselves for more volatility ahead.

It could happen going forward.

And obviously, there's a huge question over the extent to which those insiders will decide to cash in.

We've spoken to retail investors in recent days and weeks, and they are really bullish on this stock.

They are buying in to this future of asteroid mining data centers in space, even the Mars space idea as well.

And as my colleague Hannah Lange and I discovered, over the course of SpaceX being public, every single day since it's been trading, retail investors, people like you or I, have been net buyers of the stock individually.

Thanks.

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