Josh Gilbert
speaker
337 appearances
3 recordings
1 series
first heard Apr 2026
last heard 27 Jul
Josh Gilbert’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 — 3 in all, peaking in Jul 2026 with 1.
Appearances
They want this AI trade.
And as I say, it's everything from memory, from energy, you know, through to space, you know,
Everything that's building this AI trade, that's what investors want a part of at the moment.
So we're certainly going to see huge interest in all three of these IPOs.
Thanks so much, Sean.
As you say, we've been there before.
Cook obviously took over from Steve Jobs back in 2011.
And I think a lot of people questioned then what was next.
Obviously, you had what was the founder of Apple at the time.
Yes, he'd sort of been in and out of that business over the years as well.
But again, when you're sort of seeing that founder move aside, that's going to bring a lot of change.
But what Tim Cook has done sort of since taking the reins has been fantastic.
Nothing short of generational, the share prices has obviously soared over that time up almost sort of 2000% in the last sort of 15 years.
So the results speak for themselves.
So I think that's worth remembering that when we went from the founder to a new CEO, yes, this is a changing of a guard, but Apple has been here before and that should give investors a little bit of reassurance.
Yeah, I mean, look, it's come from everything from the growth of the iPhone, basically making the brand into one that has serious loyalty amongst investors, right?
We talk about the upgrade cycle of Apple, and I think that's more important than anything else.
that the business has, you know, that constant need to want to sort of change iPhones.
I was talking to my housemate just a few days ago, right?
And he was sort of talking about, you know, I've paid my phone off, I've paid my iPhone off.
Showing 221–240 of 337 · page 12 of 17
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