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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

You went from 0% growth to 500% growth, right?

And then reasonable valuations.

These stocks still trade at four times earnings.

Now, the tough part today as we sit here- They're four times P. Hynix and Samsung are four or five, Micron's eight or nine.

Because the market's so smart, right?

The market's this amazing thing.

The market's daring you to buy them.

That's what's happening.

And why is it daring you to buy it?

Because fundamentals are about to decelerate.

It can't.

And so going back to the fund... So the tension right now on the team and with my framework is three of the four look really good and we have decelerating fundamentals.

So...

Dave, if you're listening, I'm quoting you again.

I'm memory curious.

I'm interested.

I have some positioning in it, but we did just go through this major acceleration and we have to be humble about the fact that

Pricing probably normalizes.

And revenue growth has to decelerate mathematically from here.

I think there's a lot of technical market drivers all over the place.

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