Jay Goldberg

speaker

117 appearances 6 recordings 2 series first heard Jan 2026 last heard 20 May

Jay Goldberg’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 — 6 in all, peaking in Feb 2026 with 3.

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It's a well-known story.

So I think that's a near-term headwind.

Longer term, I think Qualcomm has some pretty significant challenges, and I'm not sure they're ready to address them yet.

I know they are, but the protesters have said, you know, where are the Americans?

You promised them we would have their back.

Do we still have their back?

So, Texan is a stock, a company that runs its stock deliberately boring.

Like, they want to be as boring as possible.

So, a little bit of a beat here is actually pretty significant.

I don't want to overdo it, but it's good news, right?

For Texan, you know, $100 million over expectations is a good number.

EPS also looks a little bit higher than consensus, too.

So, Texan is a stock, a company that runs its stock deliberately boring.

Like, they want to be as boring as possible.

So, a little bit of a beat here is actually pretty significant.

I don't want to overdo it, but it's good news, right?

EPS also looks a little bit higher than consensus, too.

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