Emily Herbert
speaker
143 appearances
5 recordings
1 series
first heard May 2026
last heard 2 Sep
Emily Herbert’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 — 5 in all, peaking in Aug 2026 with 2.
Appearances
So instead, actually, what we're going to do is just bet on the companies who actually already are making a profit just from the physical build out phase itself.
And so those companies are the ones who make the physical things that the data centers need.
So it's chip and memory companies that have done incredibly well this year, but also kind of smaller companies that make bits of maybe cooling infrastructure or, say, electricity providers.
It's the companies who are already getting the profit from the physical data center build out.
Definitely there is.
And some of the share price moves in those companies have been really quite extreme this year so far.
In the last couple of weeks, actually, we've had a few wobbles and we've had a couple of days where the markets moved down quite sharply because some of the chip stocks that have run up a huge amount this year have sold off and investors are just getting a bit worried.
And I think there is a fear that some of the bets that people did feel confident about now maybe are too crowded.
And the next earning season is coming up in not very long.
So I think that will be really crucial for seeing how demand is, how supply is, and giving investors maybe the next signal about where this sector is heading.
And that sort of attitude sometimes is a warning signal of maybe a kind of bubble in the market or too much hope, too much optimism.
Yeah, so SpaceX hasn't listed on the market yet and it won't for another couple of weeks.
But something to know about SpaceX is that it's already quite widely held in investment portfolios and in funds as a private company.
So a lot of investors are now rushing into mutual funds and also into exchange traded funds to try and get some access to SpaceX before it goes public in anticipation of what they think will be a share price pop.
And on the ETF side, there's also been this wave of new products being launched in the last few weeks, which all promise that they will track SpaceX when it does IPO.
Some of them are a bit more wacky than others.
So we've even got some leveraged ETFs or inverse ETFs, which will give, say, double the return from just owning the SpaceX stock.
So it's really a sign there's a lot of activity.
There's a lot of excitement.
People are really keen to get a bit of the pie.
Showing 101–120 of 143 · page 6 of 8
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