Dominic (Dom) Rizzo
speaker
610 appearances
1 recordings
1 series
first heard Jun 2026
last heard 8 Jun
Dominic (Dom) Rizzo’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 — 1 in all, peaking in Jun 2026 with 1.
Appearances
All that to answer your question, yes, basically Jensen's really brilliant and he knows how to bring the symphony together of all the different pieces.
It has run up aggressively.
You could go look.
It's public.
I've owned Arm for a while.
Look, Arm has had an incredible run.
So all of this, let's just be very clear about how we're thinking about things.
The semiconductor index is up 90% year to date and software is flat.
I'm not saying that you can't see a software bounce.
In fact, you're probably likely to see some sort of software bounce and trying to make sure that we have enough portfolio construction to make sure that we're well positioned for some sort of bounce.
That's okay.
And stocks go up and stocks go down and stocks go up too much.
And you got to think about portfolio construction and risk management and be able to trim when stocks go up.
All of that's true.
Yeah.
But why is ARM so well positioned?
For a few reasons.
One, because they were the architecture for smartphones, they really figured out low power, low power CPU processing.
And guess what's one of the most important things to do in the data center?
Low power CPU processing.
Showing 281–300 of 610 · page 15 of 31
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