James Thomson

speaker
2,279 appearances 7 recordings 2 series first heard Apr 2026 last heard 12 Jun

James Thomson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
4 · May OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.

Appearances

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So they've made the decision to sort of stem the bleeding, I guess.
And investors are pretty pleased.
Everything's changed for Guzmani Gomez.
You know, they came into this, their much hyped float a few years ago.
The US was part of their growth sizzle.
And now that's gone.
But I think that's probably the right call because the story's changed.
Nobody sees this as a growth stock anymore.
They hope there's a bit of growth there, but it's not going to be spectacular growth.
It just needs to be priced as what it is.
And I think it's coming back to reality, isn't it?
I think a bit of credit to them.
This is what we want businesses to try and do, to go out there and try some things and then be honest about it and say, didn't work, we're pulling back.
They had a crack.
That's what we want to see in Australia, people having a crack, I reckon.
I reckon too.
Okay, Anthony, let's move to our first topic, and I've never quite seen anything like what we saw on Thursday morning.
Everyone in financial markets was very excited about NVIDIA's quarterly earnings, which promptly arrived about 6.30 a.m.
in our time, and they were spectacularly good.
Profit rose 211% to about $58.3 billion U.S., and that's in the space of three freaking months.
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