François Lambert

speaker

454 appearances 1 recordings 1 series first heard Dec 2025 last heard 20 Dec

François Lambert’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 Dec 2025 with 1.

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This means that Nvidia could keep its margins, because there are margins of 55% net.

It's huge.

But if the demand is high, it will not lower its prices.

So, of course, it increases prices.

Look at Oracle as well.

Oracle has two things, of course.

OK, the AI bubble is still there.

Perfect, it helps.

The cloud is still there.

It helps with the results of Micron.

It reassures everyone.

Except that Oracle is also on the ranks, at least that's what I read, to buy 80% of TikTok as soon as it's done.

There will be 80% of American investors who will have TikTok US and 20% who will have Bidenance, so China.

The data will remain in the United States.

Bingo, so Arak has been one of the people who want to buy TikTok since the beginning.

So there you go.

It's good.

I can't wait to see my placements.

I'm going to see my placements at the end of the week.

I'm going to see what it looks like.

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